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 RD · WALTHAM, MA 024533483 | Advisory (Plan) | $33,228 |
PREMIER RETIREMENT PARTNERS2 years Service code 13 8040 EXCELSIOR DR · MADISON, WI 53719 | Contract Administrator | $2,387 |
Filed as: CAPITAL GROUPS RETIREMENT PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,307 | $101,317+3.0% | $146,958-29.0% | $74,495+40.0% |
| Participation rate | 68.5% | 75.5%-7.0pp | 82.2%-13.6pp | 67.2%+1.3pp |
| Annual return | 14.56% | 8730.91%-8716.3pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,118 | $3,810-44.4% | $4,933-57.1% | $2,623-19.3% |
| Participant deferral / active EE | $4,101 | $7,303-43.8% | $8,070-49.2% | $4,346-5.6% |
| Admin fee / account holder | $327 | $1,739-81.2% | $12,998-97.5% | $1,942-83.1% |