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 DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $7,028 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,860 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,160 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,194 | $72,404-3.1% | $110,238-36.3% | $64,186+9.4% |
| Participation rate | 85.6% | 73.3%+12.2pp | 79.8%+5.7pp | 69.6%+16.0pp |
| Annual return | -2.77% | -6.29%+3.5pp | 314.74%-317.5pp | 7.63%-10.4pp |
| Employer contribution / active EE | $3,921 | $2,282+71.9% | $3,826+2.5% | $2,381+64.7% |
| Participant deferral / active EE | $3,343 | $3,469-3.6% | $4,672-28.4% | $3,470-3.6% |
| Admin fee / account holder | $146 | $5,664-97.4% | $8,547-98.3% | $4,888-97.0% |