See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $50,327 |
Service code 49 4114 LEGATO ROAD, #300 · FAIRFAX, VA 22033 | Other Services | $10,181 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,080 | $51,197+115.0% | $82,719+33.1% | $66,914+64.5% |
| Participation rate | 98.6% | 67.8%+30.8pp | 72.6%+26.0pp | 69.8%+28.8pp |
| Annual return | -11.16% | -9.64%-1.5pp | 701.18%-712.3pp | 1.58%-12.7pp |
| Employer contribution / active EE | $9,988 | $2,611+282.6% | $3,009+232.0% | $2,544+292.6% |
| Participant deferral / active EE | $10,759 | $3,458+211.1% | $4,395+144.8% | $4,237+153.9% |
| Admin fee / account holder | $134 | $416-67.7% | $5,329-97.5% | $593-77.4% |