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 ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $36,592 |
Service code 99 1601 W LAKES PKWY STE 300 · DES MOINSE, IA 50266 | Other Fees | $12,500 |
PACO INC4 years Service code 13 1200 VALLEY WEST DRIVE, STE 507 · WEST DES MOINES, IA 502661906 | Contract Administrator | $6,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,041 | $101,317-24.9% | $146,958-48.3% | $74,495+2.1% |
| Participation rate | 63.0% | 75.5%-12.6pp | 82.2%-19.2pp | 67.2%-4.2pp |
| Annual return | 17.34% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $17 | $3,810-99.6% | $4,933-99.7% | $2,623-99.4% |
| Participant deferral / active EE | $4,979 | $7,303-31.8% | $8,070-38.3% | $4,346+14.6% |
| Admin fee / account holder | $383 | $1,739-78.0% | $12,998-97.1% | $1,942-80.3% |