See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $63,063 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,303 | $81,357+1.2% | $75,972+8.3% | $199,593-58.8% |
| Participation rate | 41.4% | 69.9%-28.5pp | 69.1%-27.6pp | 72.0%-30.6pp |
| Annual return | 14.96% | 16.32%-1.4pp | 359.55%-344.6pp | 34.25%-19.3pp |
| Employer contribution / active EE | $928 | $3,341-72.2% | $2,685-65.4% | $3,034-69.4% |
| Participant deferral / active EE | $2,253 | $4,710-52.2% | $4,255-47.0% | $5,087-55.7% |
| Admin fee / account holder | $29 | $144-79.9% | $6,467-99.6% | $269-89.2% |