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 LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $26,846 |
ROYAL ALLIANCE ASSOCIATES INC4+ years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $5,428 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,089 |
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 | $69,667 | $58,083+19.9% | $80,019-12.9% | $56,287+23.8% |
| Participation rate | 98.5% | 73.6%+24.9pp | 75.8%+22.7pp | 69.9%+28.7pp |
| Annual return | -3.67% | 34.61%-38.3pp | 11.22%-14.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,781 | $1,932-7.8% | $2,468-27.8% | $2,111-15.6% |
| Participant deferral / active EE | $3,072 | $3,135-2.0% | $3,686-16.6% | $3,350-8.3% |
| Admin fee / account holder | $205 | $623-67.0% | $6,521-96.8% | $521-60.6% |