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 SVCS LLC DBA Service code 27 COMMONWEALTH · WALTHAM, MA 024533483 | Advisory (Plan) | $17,874 |
DOWNEAST PENSION SERVICES, INC.6+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $13,950 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,078 | $61,473-21.8% | $81,930-41.3% | $73,409-34.5% |
| Participation rate | 57.8% | 72.4%-14.5pp | 72.0%-14.1pp | 72.2%-14.3pp |
| Annual return | 15.74% | 28.26%-12.5pp | 29.49%-13.8pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,943 | $1,898+2.4% | $4,310-54.9% | $2,234-13.0% |
| Participant deferral / active EE | $1,994 | $3,080-35.3% | $7,107-71.9% | $3,805-47.6% |
| Admin fee / account holder | $114 | $125-9.5% | $5,158-97.8% | $158-28.1% |