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 4-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, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $16,748 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,904 |
LPL FINANCIAL2+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $8,211 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,708 | $81,908-56.4% | $90,749-60.7% | $64,808-44.9% |
| Participation rate | 93.9% | 80.5%+13.4pp | 75.7%+18.2pp | 71.5%+22.4pp |
| Annual return | 7.12% | -12.53%+19.7pp | -12.16%+19.3pp | 32.82%-25.7pp |
| Employer contribution / active EE | $2,126 | $3,065-30.6% | $2,921-27.2% | $2,506-15.2% |
| Participant deferral / active EE | $3,876 | $4,840-19.9% | $4,564-15.1% | $4,310-10.1% |
| Admin fee / account holder | $80 | $157-48.9% | $8,445-99.0% | $188-57.3% |