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) | $44,300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD GROUP · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,511 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,408 |
DOWNEAST PENSION SERVICES, INC.9+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE #302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $5,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,934 | $49,693+12.6% | $70,515-20.7% | $74,419-24.8% |
| Participation rate | 91.7% | 64.7%+27.0pp | 68.3%+23.3pp | 70.7%+20.9pp |
| Annual return | 12.43% | 21.22%-8.8pp | 32.77%-20.3pp | 34.38%-22.0pp |
| Employer contribution / active EE | $861 | $1,773-51.5% | $2,973-71.1% | $2,637-67.4% |
| Participant deferral / active EE | $4,777 | $3,376+41.5% | $4,567+4.6% | $4,528+5.5% |
| Admin fee / account holder | $194 | $316-38.5% | $6,412-97.0% | $348-44.2% |