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 NETWORK7+ years Service code 33 29 SAWYER ROAD · WALTHAM, MA 02453 | Other fees; Securities brokerage | $32,702 |
SUMMIT FINANCIAL CORPORATION7+ years Service code 13 · EIN 04-3222046 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $25,836 |
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,481 |
Service code 27 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,639 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,782 | $93,182+163.8% | $146,665+67.6% | $79,386+209.6% |
| Participation rate | 85.6% | 76.4%+9.1pp | 80.1%+5.5pp | 70.7%+14.9pp |
| Annual return | 15.17% | 21.61%-6.4pp | 22.74%-7.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $770 | $2,420-68.2% | $4,136-81.4% | $2,427-68.3% |
| Participant deferral / active EE | $9,594 | $4,169+130.1% | $5,506+74.3% | $4,046+137.2% |
| Admin fee / account holder | $812 | $585+38.7% | $10,280-92.1% | $626+29.6% |