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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $24,455 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 801115002 | Recordkeeping Fees | $18,636 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON FINANCIAL SERVICES Service code 13 275 US ROUTE ONE · CUMBERLAND FORESIDE, ME 04110 | Contract Administrator | $12,000 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,100 | $54,320+5.1% | $67,652-15.6% | $52,331+9.1% |
| Participation rate | 92.0% | 73.6%+18.4pp | 75.7%+16.3pp | 68.1%+23.9pp |
| Annual return | -1.25% | 6.81%-8.1pp | 6625.04%-6626.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $712 | $1,544-53.9% | $2,266-68.6% | $1,882-62.2% |
| Participant deferral / active EE | $5,143 | $2,950+74.3% | $3,560+44.5% | $3,022+70.2% |
| Admin fee / account holder | $123 | $527-76.7% | $4,821-97.5% | $592-79.3% |