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 SERVICES DBA CO Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $57,000 |
COMPASS 360, LLC5 years Filed as: COMPASS 360 Service code 13 · EIN 81-1939215 118 PORTSMOUTH AVE · 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 | $17,464 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · 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 | $216,510 | $92,055+135.2% | $106,213+103.8% | $77,643+178.9% |
| Participation rate | 99.4% | 81.0%+18.4pp | 75.3%+24.2pp | 70.6%+28.9pp |
| Annual return | 14.17% | 17.91%-3.7pp | 116.14%-102.0pp | 31.24%-17.1pp |
| Employer contribution / active EE | $7,870 | $3,367+133.7% | $3,171+148.1% | $2,726+188.7% |
| Participant deferral / active EE | $14,075 | $5,386+161.3% | $5,016+180.6% | $4,647+202.9% |
| Admin fee / account holder | $286 | $219+30.4% | $11,033-97.4% | $430-33.6% |