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) | $14,509 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,220 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,906 | $99,957-55.1% | $149,696-70.0% | $73,488-38.9% |
| Participation rate | 55.3% | 75.7%-20.4pp | 82.5%-27.1pp | 70.7%-15.3pp |
| Annual return | 16.14% | 53.87%-37.7pp | 276.60%-260.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $2,802 | $3,191-12.2% | $4,644-39.7% | $2,270+23.4% |
| Participant deferral / active EE | $5,379 | $6,073-11.4% | $6,842-21.4% | $3,740+43.8% |
| Admin fee / account holder | $228 | $551-58.5% | $9,309-97.5% | $513-55.5% |