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 SERVICES LLC Service code 27 DBA COMMONWEALTH · WALTHAM, MA 024533483 | Advisory (Plan) | $126,823 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,139 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,248 | $106,028+55.9% | $146,958+12.4% | $77,643+112.8% |
| Participation rate | 88.7% | 78.4%+10.4pp | 82.2%+6.6pp | 70.6%+18.2pp |
| Annual return | 13.69% | 56.73%-43.0pp | 418.34%-404.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $7,288 | $4,063+79.4% | $4,933+47.7% | $2,726+167.4% |
| Participant deferral / active EE | $8,169 | $7,990+2.2% | $8,070+1.2% | $4,647+75.8% |
| Admin fee / account holder | $220 | $337-34.9% | $12,998-98.3% | $430-48.9% |