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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533423 | Advisory (Plan) | $27,412 |
Filed as: CAPITALGROUP RETIREMENT PLAN SERVIC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $18,836 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 16-0874395 PO BOX 478 · NORTH HAVEN, CT 064730478 | Contract Administrator | $14,791 |
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 | $93,654 | $99,957-6.3% | $149,696-37.4% | $73,488+27.4% |
| Participation rate | 84.1% | 75.7%+8.4pp | 82.5%+1.7pp | 70.7%+13.4pp |
| Annual return | 16.63% | 53.87%-37.2pp | 276.60%-260.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,245 | $3,191-29.7% | $4,644-51.7% | $2,270-1.1% |
| Participant deferral / active EE | $8,353 | $6,073+37.6% | $6,842+22.1% | $3,740+123.4% |
| Admin fee / account holder | $230 | $551-58.3% | $9,309-97.5% | $513-55.2% |