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) | $25,284 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,182 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $556 |
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 | $52,555 | $89,652-41.4% | $141,162-62.8% | $65,185-19.4% |
| Participation rate | 73.9% | 74.7%-0.8pp | 82.5%-8.6pp | 70.2%+3.7pp |
| Annual return | 36.97% | 32.79%+4.2pp | 71.39%-34.4pp | 29.38%+7.6pp |
| Employer contribution / active EE | $2,911 | $3,065-5.0% | $4,735-38.5% | $2,177+33.7% |
| Participant deferral / active EE | $6,022 | $5,691+5.8% | $6,709-10.2% | $3,514+71.4% |
| Admin fee / account holder | $216 | $569-62.0% | $10,261-97.9% | $847-74.5% |