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 9-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) | $20,947 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,635 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,462 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,981 | $105,181-21.1% | $159,436-48.0% | $85,850-3.3% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.8%+12.6pp | 69.3%+26.1pp |
| Annual return | 23.76% | 45.07%-21.3pp | 263.57%-239.8pp | 318.53%-294.8pp |
| Employer contribution / active EE | $4,027 | $3,318+21.3% | $4,829-16.6% | $2,565+57.0% |
| Participant deferral / active EE | $12,426 | $5,945+109.0% | $7,352+69.0% | $3,952+214.4% |
| Admin fee / account holder | $210 | $6,933-97.0% | $10,799-98.1% | $6,260-96.6% |