See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $18,702 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,617 |
Employer contribution per participant 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 | $50,472 | $62,127-18.8% | $81,382-38.0% | $74,495-32.2% |
| Participation rate | 98.9% | 64.0%+34.8pp | 69.5%+29.4pp | 67.2%+31.7pp |
| Annual return | 15.34% | 16.48%-1.1pp | 24.73%-9.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $177 | $1,882-90.6% | $2,463-92.8% | $2,623-93.2% |
| Participant deferral / active EE | $3,783 | $3,229+17.2% | $3,883-2.6% | $4,346-12.9% |
| Admin fee / account holder | $153 | $1,934-92.1% | $5,768-97.3% | $1,942-92.1% |