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 Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $39,926 |
Service code 13 402 3RD STREET · WAUSAU, WI 54403 | Contract Administrator | $17,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,847 | $84,487-32.7% | $125,339-54.6% | $66,914-15.0% |
| Participation rate | 92.1% | 76.4%+15.7pp | 82.4%+9.7pp | 69.8%+22.3pp |
| Annual return | -15.27% | -8.39%-6.9pp | 572.05%-587.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,447 | $3,553-31.1% | $4,814-49.2% | $2,544-3.8% |
| Participant deferral / active EE | $5,269 | $6,781-22.3% | $7,446-29.2% | $4,237+24.4% |
| Admin fee / account holder | $103 | $685-85.0% | $10,010-99.0% | $593-82.7% |