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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $57,291 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $13,025 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,163 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $74 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,471 | $79,523+47.7% | $140,016-16.1% | $56,287+108.7% |
| Participation rate | 98.7% | 85.7%+13.0pp | 87.5%+11.2pp | 69.9%+28.9pp |
| Annual return | -6.67% | 2.39%-9.1pp | 651.12%-657.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,203 | $3,350-34.2% | $5,606-60.7% | $2,111+4.4% |
| Participant deferral / active EE | $6,775 | $5,129+32.1% | $6,927-2.2% | $3,350+102.3% |
| Admin fee / account holder | $21 | $614-96.6% | $10,705-99.8% | $521-96.0% |