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 6-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 ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $30,421 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,463 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $23,827 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $8,648 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,168 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,958 | $91,407+77.2% | $135,903+19.2% | $71,457+126.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.42% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $220 | $3,703-94.1% | $4,856-95.5% | $2,588-91.5% |
| Participant deferral / active EE | $10,801 | $7,092+52.3% | $7,758+39.2% | $4,289+151.8% |
| Admin fee / account holder | $374 | $1,266-70.5% | $10,762-96.5% | $1,587-76.5% |