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 NETWORK9+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $45,000 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $16,861 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,273 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,771 | $130,194+5.8% | $169,993-19.0% | $71,457+92.8% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.0%+12.4pp | 67.9%+31.5pp |
| Annual return | 18.89% | 20.37%-1.5pp | 53.37%-34.5pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,787 | $4,381-36.4% | $6,785-58.9% | $2,588+7.7% |
| Participant deferral / active EE | $9,340 | $6,923+34.9% | $10,408-10.3% | $4,289+117.8% |
| Admin fee / account holder | $249 | $966-74.2% | $12,815-98.1% | $1,587-84.3% |