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 DBA CO Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $57,000 |
COMPASS 360, LLC6 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 | $19,226 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,498 | $104,919+153.1% | $116,228+128.4% | $85,563+210.3% |
| Participation rate | 99.6% | 78.6%+21.0pp | 74.6%+25.1pp | 66.0%+33.6pp |
| Annual return | 15.95% | 15.38%+0.6pp | 90.06%-74.1pp | 31.51%-15.6pp |
| Employer contribution / active EE | $8,797 | $3,485+152.4% | $2,994+193.8% | $2,654+231.5% |
| Participant deferral / active EE | $15,023 | $5,306+183.1% | $4,953+203.3% | $4,375+243.4% |
| Admin fee / account holder | $316 | $429-26.2% | $11,989-97.4% | $834-62.1% |