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 DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $31,510 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,191 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,127 | $65,041+60.1% | $90,951+14.5% | $79,858+30.4% |
| Participation rate | 94.9% | 61.6%+33.3pp | 69.0%+25.9pp | 69.6%+25.2pp |
| Annual return | 19.71% | 30.45%-10.7pp | 134.60%-114.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $788 | $1,247-36.8% | $2,122-62.9% | $2,471-68.1% |
| Participant deferral / active EE | $6,360 | $2,512+153.2% | $3,373+88.6% | $3,740+70.0% |
| Admin fee / account holder | $507 | $4,536-88.8% | $5,959-91.5% | $5,306-90.4% |