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 LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $11,543 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $35,800 | $89,355-59.9% | $141,162-74.6% | $72,985-50.9% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 22.06% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $3,315 | $3,114+6.5% | $4,735-30.0% | $2,440+35.9% |
| Participant deferral / active EE | $6,471 | $5,418+19.4% | $6,709-3.5% | $3,607+79.4% |
| Admin fee / account holder | $177 | $5,958-97.0% | $10,261-98.3% | $5,124-96.6% |