Filed August 30, 2022
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 INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $16,780 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $960 |
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 | $76,139 | $67,606+12.6% | $82,313-7.5% | $70,131+8.6% |
| Participation rate | 92.4% | 72.8%+19.6pp | 76.9%+15.5pp | 69.5%+22.9pp |
| Annual return | 14.91% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $681 | $1,755-61.2% | $2,428-72.0% | $2,342-70.9% |
| Participant deferral / active EE | $4,832 | $2,987+61.8% | $3,706+30.4% | $3,332+45.0% |
| Admin fee / account holder | $177 | $4,512-96.1% | $5,608-96.8% | $4,645-96.2% |