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 8-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 SERVICE LLC DBA Service code 99 29 SAWYER RD. · WALTHAM, MA 024533483 | Other Fees | $26,211 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $340 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,386 | $102,317+164.3% | $146,958+84.0% | $80,856+234.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.11% | 134.76%-122.7pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,148 | $3,713+38.7% | $4,933+4.4% | $2,755+86.9% |
| Participant deferral / active EE | $13,724 | $6,644+106.6% | $8,070+70.1% | $4,296+219.5% |
| Admin fee / account holder | $6,123 | $7,941-22.9% | $12,998-52.9% | $6,918-11.5% |