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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $11,229 |
Filed as: COMMONWEALTH EQUITY SERVICES INC. Service code 27 COMMONWEALTH · WALTHAM, MA 02453 | Advisory (Plan) | $10,995 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,842 |
NATIONWIDE3+ years Service code 15 | Recordkeeping | $8,091 |
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $7,164 |
SUMMIT FINANCIAL CORPORATION3+ years Service code 49 | Other Services | $1,620 |
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.
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 | $61,116 | $155,795-60.8% | $136,294-55.2% | $69,631-12.2% |
| Participation rate | 39.3% | 75.2%-35.9pp | 81.9%-42.6pp | 70.7%-31.4pp |
| Annual return | 21.68% | 232464.33%-232442.7pp | 5155.94%-5134.3pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $331 | $2,991-88.9% | $4,695-93.0% | $2,032-83.7% |
| Participant deferral / active EE | $2,337 | $5,394-56.7% | $6,247-62.6% | $3,224-27.5% |
| Admin fee / account holder | $162 | $128+26.5% | $9,243-98.2% | $110+46.9% |