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 LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $9,884 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,076 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,657 | $84,487-16.4% | $125,339-43.6% | $66,914+5.6% |
| Participation rate | 82.3% | 76.4%+5.9pp | 82.4%-0.1pp | 69.8%+12.5pp |
| Annual return | -13.86% | -8.39%-5.5pp | 572.05%-585.9pp | 1.58%-15.4pp |
| Employer contribution / active EE | $3,253 | $3,553-8.4% | $4,814-32.4% | $2,544+27.9% |
| Participant deferral / active EE | $7,880 | $6,781+16.2% | $7,446+5.8% | $4,237+86.0% |
| Admin fee / account holder | $84 | $685-87.7% | $10,010-99.2% | $593-85.8% |