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 INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $24,245 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,706 | $85,766-45.5% | $136,294-65.7% | $70,131-33.4% |
| Participation rate | 79.0% | 74.2%+4.9pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | 12.87% | 31.45%-18.6pp | 5155.94%-5143.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $3,916 | $2,966+32.0% | $4,695-16.6% | $2,342+67.2% |
| Participant deferral / active EE | $7,903 | $5,051+56.5% | $6,247+26.5% | $3,332+137.2% |
| Admin fee / account holder | $227 | $5,420-95.8% | $9,243-97.5% | $4,645-95.1% |