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 Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $38,576 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,594 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,554 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,182 | $70,879-23.6% | $189,557-71.4% | $79,386-31.7% |
| Participation rate | 99.1% | 68.0%+31.2pp | 78.4%+20.7pp | 70.7%+28.4pp |
| Annual return | 21.26% | 20.70%+0.6pp | 64.17%-42.9pp | 116.85%-95.6pp |
| Employer contribution / active EE | $3,028 | $1,806+67.6% | $4,412-31.4% | $2,427+24.7% |
| Participant deferral / active EE | $5,546 | $4,081+35.9% | $6,174-10.2% | $4,046+37.1% |
| Admin fee / account holder | $381 | $647-41.2% | $9,807-96.1% | $626-39.2% |