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) | $14,101 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,481 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK RD · FREDERICKSBUG, VA 22401 | Contract Administrator | $7,821 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,799 | $82,664-51.9% | $125,339-68.2% | $68,494-41.9% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -2.35% | -5.97%+3.6pp | 572.05%-574.4pp | -7.84%+5.5pp |
| Employer contribution / active EE | $4,809 | $3,381+42.2% | $4,814-0.1% | $2,596+85.2% |
| Participant deferral / active EE | $6,787 | $6,110+11.1% | $7,446-8.9% | $4,027+68.5% |
| Admin fee / account holder | $199 | $6,275-96.8% | $10,010-98.0% | $5,403-96.3% |