See peer percentile detail with Solo.
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 Service code 27 SERVICES LLC DBA COMMONWEALTH · WALTHAM, MA 024533483 | Advisory (Plan) | $57,000 |
COMPASS 360, LLC4 years Filed as: COMPASS 360 Service code 13 · EIN 81-1939215 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $27,446 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,286 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,340 | $84,784+116.2% | $98,439+86.2% | $74,419+146.4% |
| Participation rate | 97.4% | 81.5%+15.9pp | 75.2%+22.2pp | 70.7%+26.7pp |
| Annual return | 18.68% | 20.59%-1.9pp | 21.16%-2.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $6,985 | $3,364+107.6% | $3,048+129.2% | $2,637+164.9% |
| Participant deferral / active EE | $13,054 | $5,218+150.2% | $4,738+175.5% | $4,528+188.3% |
| Admin fee / account holder | $255 | $204+24.5% | $8,948-97.2% | $348-26.8% |