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 NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $15,574 |
GILLIAM COBLE & MOSER LLP2+ years Filed as: GILLIAM BELL MOSER LLP Service code 10 PO BOX 621 · BURLINGTON, NC 272160621 | Accounting | $770 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,221 | $76,670-16.2% | $96,683-33.6% | $71,457-10.1% |
| Participation rate | 50.7% | 66.6%-15.8pp | 74.3%-23.6pp | 67.9%-17.2pp |
| Annual return | -4.96% | 48.29%-53.3pp | 35.69%-40.7pp | 28.85%-33.8pp |
| Employer contribution / active EE | $930 | $3,031-69.3% | $3,737-75.1% | $2,588-64.0% |
| Participant deferral / active EE | $4,566 | $3,771+21.1% | $4,878-6.4% | $4,289+6.5% |
| Admin fee / account holder | $123 | $2,028-93.9% | $6,730-98.2% | $1,587-92.3% |