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 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $12,349 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,408 | $79,519-74.3% | $95,952-78.7% | $73,409-72.2% |
| Participation rate | 50.7% | 81.2%-30.5pp | 77.1%-26.4pp | 72.2%-21.5pp |
| Annual return | 12.83% | 19.20%-6.4pp | 91.61%-78.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $817 | $2,048-60.1% | $2,541-67.9% | $2,234-63.4% |
| Participant deferral / active EE | $1,133 | $4,138-72.6% | $4,167-72.8% | $3,805-70.2% |
| Admin fee / account holder | $8 | $184-95.8% | $6,795-99.9% | $158-95.1% |