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 EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $35,973 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD GROUP · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,181 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,407 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 | Contract Administrator | $10,000 |
DOWNEAST PENSION SERVICES, INC.10+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE #302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $6,446 |
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 | $57,984 | $55,416+4.6% | $75,972-23.7% | $77,643-25.3% |
| Participation rate | 92.6% | 63.6%+29.0pp | 69.1%+23.5pp | 70.6%+22.0pp |
| Annual return | 10.93% | 17.07%-6.1pp | 359.55%-348.6pp | 31.24%-20.3pp |
| Employer contribution / active EE | $819 | $1,788-54.2% | $2,685-69.5% | $2,726-69.9% |
| Participant deferral / active EE | $4,476 | $3,447+29.9% | $4,255+5.2% | $4,647-3.7% |
| Admin fee / account holder | $243 | $414-41.4% | $6,467-96.2% | $430-43.6% |