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 NETWORK5+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $58,909 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $13,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,633 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $170,134 | $98,982+71.9% | $162,163+4.9% | $65,185+161.0% |
| Participation rate | 86.7% | 85.8%+0.9pp | 87.6%-0.8pp | 70.2%+16.5pp |
| Annual return | 29.24% | 24.84%+4.4pp | 115.59%-86.3pp | 29.38%-0.1pp |
| Employer contribution / active EE | $2,161 | $3,467-37.7% | $5,614-61.5% | $2,177-0.7% |
| Participant deferral / active EE | $6,724 | $5,384+24.9% | $7,298-7.9% | $3,514+91.4% |
| Admin fee / account holder | $56 | $596-90.6% | $10,843-99.5% | $847-93.4% |