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) | $18,037 |
BERRY DUNN4 years Filed as: BERRY DUNN MCNEIL AND PARKER Service code 10 101 MIDDLE STREET · PORTLAND, ME 04104 | Accounting | $9,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,931 |
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 | $80,371 | $49,451+62.5% | $79,550+1.0% | $66,914+20.1% |
| Participation rate | 76.8% | 61.3%+15.5pp | 69.5%+7.3pp | 69.8%+7.0pp |
| Annual return | -17.66% | 84.25%-101.9pp | 0.16%-17.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $595 | $1,266-53.0% | $2,413-75.4% | $2,544-76.6% |
| Participant deferral / active EE | $5,066 | $3,159+60.4% | $3,985+27.1% | $4,237+19.6% |
| Admin fee / account holder | $249 | $595-58.0% | $6,832-96.3% | $593-58.0% |