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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,870 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $9,132 |
Filed as: HUB INTERNATIONAL NEW ENGLAND, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $6,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,769 | $65,061-46.6% | $143,757-75.8% | $66,914-48.0% |
| Participation rate | 78.5% | 65.2%+13.3pp | 80.3%-1.8pp | 69.8%+8.7pp |
| Annual return | -15.62% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,358 | $2,361+42.2% | $4,951-32.2% | $2,544+32.0% |
| Participant deferral / active EE | $3,274 | $2,919+12.2% | $5,637-41.9% | $4,237-22.7% |
| Admin fee / account holder | $236 | $502-53.0% | $14,673-98.4% | $593-60.2% |