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 DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $6,724 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,915 | $61,272-67.5% | $149,673-86.7% | $71,457-72.1% |
| Participation rate | 48.1% | 62.5%-14.4pp | 78.8%-30.7pp | 67.9%-19.9pp |
| Annual return | 12.99% | 35.85%-22.9pp | 134.42%-121.4pp | 28.85%-15.9pp |
| Employer contribution / active EE | $248 | $2,378-89.6% | $4,818-94.8% | $2,588-90.4% |
| Participant deferral / active EE | $1,041 | $2,917-64.3% | $5,680-81.7% | $4,289-75.7% |
| Admin fee / account holder | $179 | $1,261-85.8% | $13,210-98.6% | $1,587-88.7% |