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 | $24,668 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,492 |
ADP BROKER-DEALER4+ 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 | $50,781 | $92,055-44.8% | $106,213-52.2% | $77,643-34.6% |
| Participation rate | 95.3% | 81.0%+14.3pp | 75.3%+20.0pp | 70.6%+24.7pp |
| Annual return | 13.75% | 17.91%-4.2pp | 116.14%-102.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,017 | $3,367-40.1% | $3,171-36.4% | $2,726-26.0% |
| Participant deferral / active EE | $4,280 | $5,386-20.5% | $5,016-14.7% | $4,647-7.9% |
| Admin fee / account holder | $99 | $219-54.8% | $11,033-99.1% | $430-77.0% |