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 INC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $5,268 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,140 | $80,753-70.1% | $136,294-82.3% | $62,292-61.2% |
| Participation rate | 18.8% | 73.5%-54.7pp | 81.9%-63.1pp | 69.5%-50.7pp |
| Annual return | 23.54% | 35.83%-12.3pp | 5155.94%-5132.4pp | 28.90%-5.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,175 | $5,164-38.5% | $6,247-49.2% | $3,169+0.2% |
| Admin fee / account holder | $86 | $525-83.6% | $9,243-99.1% | $479-82.0% |