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) | $42,006 |
Service code 13 402 3RD STREET · WAUSAU, WI 54403 | Contract Administrator | $15,148 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,527 | $91,407-31.6% | $135,903-54.0% | $71,457-12.5% |
| Participation rate | 96.5% | 75.7%+20.8pp | 81.9%+14.6pp | 67.9%+28.6pp |
| Annual return | 16.23% | 29.90%-13.7pp | 68.23%-52.0pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,411 | $3,703-34.9% | $4,856-50.4% | $2,588-6.8% |
| Participant deferral / active EE | $5,237 | $7,092-26.2% | $7,758-32.5% | $4,289+22.1% |
| Admin fee / account holder | $90 | $1,266-92.9% | $10,762-99.2% | $1,587-94.3% |