See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $49,950 |
NORTHWESTERN WISCONSIN ASSOCIATES10+ years Service code 13 402 3RD STREET · WAUSAU, WI 54403 | Contract Administrator | $14,823 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,431 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,270 | $176,811-61.4% | $146,958-53.5% | - |
| Participation rate | 96.0% | 76.9%+19.1pp | 82.2%+13.8pp | - |
| Annual return | 13.30% | 11.56%+1.7pp | 418.34%-405.0pp | - |
| Employer contribution / active EE | $2,463 | $3,294-25.2% | $4,933-50.1% | - |
| Participant deferral / active EE | $5,256 | $6,900-23.8% | $8,070-34.9% | - |
| Admin fee / account holder | $97 | $27,451-99.6% | $12,998-99.3% | - |