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) | $16,340 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,761 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,670 |
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 | $77,792 | $83,477-6.8% | $125,175-37.9% | $72,985+6.6% |
| Participation rate | 80.9% | 73.3%+7.6pp | 79.8%+1.1pp | 69.5%+11.4pp |
| Annual return | 18.18% | 25.78%-7.6pp | 43.79%-25.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $4,111 | $2,345+75.3% | $3,865+6.4% | $2,440+68.5% |
| Participant deferral / active EE | $3,990 | $3,585+11.3% | $4,937-19.2% | $3,607+10.6% |
| Admin fee / account holder | $215 | $5,517-96.1% | $9,702-97.8% | $5,124-95.8% |