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 SERVICE, LLC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $45,015 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $37,967 |
SHERIDAN ROAD ADVISORS LLC8 years Filed as: HUB INTERNATIONAL NEW ENGLAND LLC Service code 99 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Other Fees | $22,138 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,520 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,113 | $50,982-40.9% | $154,803-80.5% | $85,563-64.8% |
| Participation rate | 89.6% | 59.8%+29.8pp | 78.1%+11.5pp | 66.0%+23.6pp |
| Annual return | 14.18% | 30.35%-16.2pp | 58.88%-44.7pp | 31.51%-17.3pp |
| Employer contribution / active EE | $856 | $1,708-49.9% | $4,305-80.1% | $2,654-67.7% |
| Participant deferral / active EE | $2,561 | $2,474+3.5% | $5,540-53.8% | $4,375-41.5% |
| Admin fee / account holder | $151 | $846-82.2% | $14,329-98.9% | $834-82.0% |