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 10-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,988 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $10,006 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,259 | $73,638-38.5% | $95,952-52.8% | $73,488-38.4% |
| Participation rate | 98.4% | 76.2%+22.2pp | 77.1%+21.3pp | 70.7%+27.7pp |
| Annual return | 13.44% | 16.78%-3.3pp | 91.61%-78.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,559 | $1,863-16.3% | $2,541-38.6% | $2,270-31.3% |
| Participant deferral / active EE | $3,685 | $3,617+1.9% | $4,167-11.6% | $3,740-1.4% |
| Admin fee / account holder | $212 | $482-55.9% | $6,795-96.9% | $513-58.6% |