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 INC. Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $34,546 |
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 | $56,174 | $73,404-23.5% | $87,100-35.5% | $67,579-16.9% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.9%+21.4pp | 71.3%+27.0pp |
| Annual return | 24.10% | 48.29%-24.2pp | 28.19%-4.1pp | 378.56%-354.5pp |
| Employer contribution / active EE | $852 | $2,014-57.7% | $2,521-66.2% | $2,148-60.3% |
| Participant deferral / active EE | $6,337 | $3,913+62.0% | $4,049+56.5% | $3,539+79.1% |
| Admin fee / account holder | $7 | $142-95.2% | $7,497-99.9% | $142-95.2% |