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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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $10,231 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $5,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,473 | $31,679+81.4% | $74,701-23.1% | $65,185-11.8% |
| Participation rate | 19.3% | 40.4%-21.0pp | 54.5%-35.1pp | 70.2%-50.9pp |
| Annual return | 15.33% | 39.04%-23.7pp | 752.92%-737.6pp | 29.38%-14.1pp |
| Employer contribution / active EE | $297 | $566-47.5% | $1,084-72.6% | $2,177-86.4% |
| Participant deferral / active EE | $693 | $1,191-41.8% | $1,964-64.7% | $3,514-80.3% |
| Admin fee / account holder | $90 | $379-76.3% | $3,333-97.3% | $847-89.4% |