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 3-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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $8,504 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $7,965 |
GILLIAM COBLE & MOSER LLP1+ years Filed as: GILLIAM BELL MOSER LLP Service code 10 PO BOX 621 · BURLINGTON, NC 272160621 | Accounting | $1,079 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,642 | $64,119+5.5% | $112,228-39.7% | $66,914+1.1% |
| Participation rate | 47.8% | 68.5%-20.7pp | 75.1%-27.3pp | 69.8%-22.0pp |
| Annual return | 9.40% | -13.81%+23.2pp | 27.45%-18.1pp | 1.58%+7.8pp |
| Employer contribution / active EE | $919 | $3,005-69.4% | $3,635-74.7% | $2,544-63.9% |
| Participant deferral / active EE | $5,098 | $3,693+38.0% | $4,728+7.8% | $4,237+20.3% |
| Admin fee / account holder | $144 | $625-76.9% | $6,410-97.8% | $593-75.7% |