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 LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $29,401 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,024 | $49,915-13.8% | $154,803-72.2% | $74,304-42.1% |
| Participation rate | 65.2% | 54.0%+11.3pp | 78.1%-12.8pp | 60.3%+4.9pp |
| Annual return | 16.62% | 34.06%-17.4pp | 58.88%-42.3pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,162 | $1,611-27.9% | $4,305-73.0% | $2,241-48.1% |
| Participant deferral / active EE | $1,826 | $2,255-19.0% | $5,540-67.0% | $3,767-51.5% |
| Admin fee / account holder | $283 | $2,189-87.1% | $14,329-98.0% | $2,969-90.5% |