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 8-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) | $17,389 |
BLUM SHAPIRO2 years Filed as: CLIFTONLARSON ALLEN, LLP Service code 99 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Other Fees | $12,075 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,850 |
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 | $40,053 | $110,094-63.6% | $151,611-73.6% | $68,494-41.5% |
| Participation rate | 93.7% | 84.0%+9.7pp | 87.5%+6.2pp | 67.9%+25.8pp |
| Annual return | -17.28% | -10.12%-7.2pp | 3.33%-20.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,509 | $4,471-43.9% | $6,166-59.3% | $2,596-3.4% |
| Participant deferral / active EE | $5,707 | $6,527-12.6% | $8,363-31.8% | $4,027+41.7% |
| Admin fee / account holder | $301 | $7,719-96.1% | $11,616-97.4% | $5,403-94.4% |