Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $38,915 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,541 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $5,462 |
SETAWAY LLC1 year Service code 15 · EIN 46-5055797 | Recordkeeping | $516 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,041 | $88,982-26.9% | $102,438-36.5% | $77,671-16.3% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 17.07% | 25.01%-7.9pp | 29.37%-12.3pp | 31.21%-14.1pp |
| Employer contribution / active EE | $4,032 | $2,698+49.4% | $3,024+33.4% | $2,726+47.9% |
| Participant deferral / active EE | $7,201 | $5,144+40.0% | $5,054+42.5% | $4,648+54.9% |
| Admin fee / account holder | $217 | $236-8.1% | $9,448-97.7% | $430-49.7% |