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) | $36,823 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,631 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,508 | $104,475-40.2% | $159,436-60.8% | $79,386-21.3% |
| Participation rate | 73.3% | 76.6%-3.3pp | 82.8%-9.5pp | 70.7%+2.6pp |
| Annual return | 19.55% | 67.95%-48.4pp | 263.57%-244.0pp | 116.85%-97.3pp |
| Employer contribution / active EE | $3,052 | $3,417-10.7% | $4,829-36.8% | $2,427+25.7% |
| Participant deferral / active EE | $6,630 | $6,467+2.5% | $7,352-9.8% | $4,046+63.9% |
| Admin fee / account holder | $293 | $711-58.8% | $10,799-97.3% | $626-53.3% |