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) | $21,542 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,795 | $79,944+1.1% | $98,439-17.9% | $75,163+7.5% |
| Participation rate | 97.9% | 70.4%+27.6pp | 75.2%+22.8pp | 67.2%+30.7pp |
| Annual return | 11.97% | 19.75%-7.8pp | 21.16%-9.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,024 | $2,264-10.6% | $3,048-33.6% | $2,670-24.2% |
| Participant deferral / active EE | $3,764 | $3,752+0.3% | $4,738-20.6% | $4,125-8.8% |
| Admin fee / account holder | $161 | $6,840-97.6% | $8,948-98.2% | $5,651-97.2% |