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) | $73,211 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,909 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WEST CHESTERE AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $24,786 |
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 | $145,575 | $106,028+37.3% | $146,958-0.9% | $77,643+87.5% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 16.05% | 56.73%-40.7pp | 418.34%-402.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $164 | $4,063-96.0% | $4,933-96.7% | $2,726-94.0% |
| Participant deferral / active EE | $9,426 | $7,990+18.0% | $8,070+16.8% | $4,647+102.8% |
| Admin fee / account holder | $434 | $337+28.7% | $12,998-96.7% | $430+0.9% |