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 |
|---|---|---|
Filed as: COMMONWEALTH Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $45,347 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD GROUP · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,486 |
DOWNEAST PENSION SERVICES, INC.8+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE #302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $15,750 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,884 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,383 | $44,764+12.6% | $68,791-26.8% | $64,808-22.3% |
| Participation rate | 92.5% | 64.8%+27.8pp | 69.0%+23.5pp | 71.5%+21.1pp |
| Annual return | -14.55% | -10.91%-3.6pp | -6.38%-8.2pp | 32.82%-47.4pp |
| Employer contribution / active EE | $672 | $1,775-62.1% | $2,655-74.7% | $2,506-73.2% |
| Participant deferral / active EE | $4,470 | $3,238+38.1% | $3,941+13.4% | $4,310+3.7% |
| Admin fee / account holder | $218 | $151+44.0% | $4,932-95.6% | $188+16.1% |