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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 | $11,312 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $6,086 |
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 | $62,264 | $35,986+73.0% | $77,482-19.6% | $73,488-15.3% |
| Participation rate | 21.9% | 40.8%-18.9pp | 54.2%-32.3pp | 70.7%-48.8pp |
| Annual return | 10.13% | 19.26%-9.1pp | 54.79%-44.7pp | 28.51%-18.4pp |
| Employer contribution / active EE | $202 | $557-63.8% | $986-79.5% | $2,270-91.1% |
| Participant deferral / active EE | $781 | $1,198-34.8% | $1,861-58.1% | $3,740-79.1% |
| Admin fee / account holder | $72 | $466-84.6% | $2,858-97.5% | $513-86.0% |