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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK11+ years Service code 27 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02154 | Advisory (Plan) | $36,709 |
BAKER NEWMAN NOYES10+ years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 PO BOX 507 · PORTLAND, ME 041125057 | Accounting | $12,380 |
SHERIDAN ROAD ADVISORS LLC7 years Filed as: HUB INTERNATIONAL NEW ENGLAND Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $10,593 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $83,066 | $216,711-61.7% | $136,749-39.3% | $85,563-2.9% |
| Participation rate | 51.6% | 51.7%-0.2pp | 72.1%-20.6pp | 66.0%-14.4pp |
| Annual return | 14.26% | 15.26%-1.0pp | 24.33%-10.1pp | 31.51%-17.3pp |
| Employer contribution / active EE | $1,690 | $1,660+1.8% | $3,400-50.3% | $2,654-36.3% |
| Participant deferral / active EE | $2,902 | $2,635+10.1% | $4,692-38.2% | $4,375-33.7% |
| Admin fee / account holder | $157 | $1,223-87.2% | $11,386-98.6% | $834-81.2% |