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) | $17,270 |
BERRY DUNN6 years Filed as: BERRY DUNN MCNEIL AND PARKER Service code 10 101 MIDDLE STREET · PORTLAND, ME 04104 | Accounting | $11,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,653 |
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 | $106,939 | $59,417+80.0% | $93,606+14.2% | $74,495+43.6% |
| Participation rate | 73.7% | 59.7%+14.0pp | 68.7%+5.0pp | 67.2%+6.5pp |
| Annual return | 15.96% | 81.83%-65.9pp | 133.20%-117.2pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $597 | $1,264-52.7% | $2,420-75.3% | $2,623-77.2% |
| Participant deferral / active EE | $5,000 | $3,050+63.9% | $4,411+13.3% | $4,346+15.0% |
| Admin fee / account holder | $246 | $3,021-91.9% | $8,285-97.0% | $1,942-87.3% |