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 Service code 27 SERVICES LLC DBA COMMONWEALTH · WALTHAM, MA 024533483 | Advisory (Plan) | $57,000 |
COMPASS 360, LLC3 years Filed as: COMPASS 360 Service code 13 · EIN 81-1939215 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $27,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,832 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,263 | $81,908+89.6% | $90,749+71.1% | $64,808+139.6% |
| Participation rate | 97.8% | 80.5%+17.3pp | 75.7%+22.1pp | 71.5%+26.3pp |
| Annual return | -14.87% | -12.53%-2.3pp | -12.16%-2.7pp | 32.82%-47.7pp |
| Employer contribution / active EE | $6,506 | $3,065+112.3% | $2,921+122.7% | $2,506+159.6% |
| Participant deferral / active EE | $12,029 | $4,840+148.5% | $4,564+163.6% | $4,310+179.1% |
| Admin fee / account holder | $255 | $157+62.4% | $8,445-97.0% | $188+35.9% |