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 9-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 Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $14,874 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,816 |
Service code 13 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $1,575 |
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.)
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 | $24,594 | $84,487-70.9% | $125,339-80.4% | $66,914-63.2% |
| Participation rate | 92.0% | 76.4%+15.6pp | 82.4%+9.6pp | 69.8%+22.2pp |
| Annual return | -19.35% | -8.39%-11.0pp | 572.05%-591.4pp | 1.58%-20.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,486 | $6,781-19.1% | $7,446-26.3% | $4,237+29.5% |
| Admin fee / account holder | $360 | $685-47.4% | $10,010-96.4% | $593-39.3% |