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) | $20,311 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,502 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $134 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,628 | $63,114-37.2% | $92,893-57.3% | $65,185-39.2% |
| Participation rate | 93.1% | 68.8%+24.4pp | 76.0%+17.1pp | 70.2%+22.9pp |
| Annual return | 23.95% | 28.75%-4.8pp | 109.41%-85.5pp | 29.38%-5.4pp |
| Employer contribution / active EE | $888 | $2,571-65.5% | $3,653-75.7% | $2,177-59.2% |
| Participant deferral / active EE | $4,802 | $3,108+54.5% | $4,236+13.4% | $3,514+36.7% |
| Admin fee / account holder | $287 | $624-54.0% | $5,794-95.1% | $847-66.2% |