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) | $26,008 |
Service code 64 | Recordkeeping Fees | $8,231 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,204 | $105,181-38.0% | $159,436-59.1% | $85,850-24.0% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.7pp | 69.3%+19.2pp |
| Annual return | 17.86% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $3,937 | $3,318+18.6% | $4,829-18.5% | $2,565+53.5% |
| Participant deferral / active EE | $7,756 | $5,945+30.5% | $7,352+5.5% | $3,952+96.3% |
| Admin fee / account holder | $344 | $6,933-95.0% | $10,799-96.8% | $6,260-94.5% |