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) | $43,900 |
Filed as: ANDERS MINKLER HUBER & HELM LLP DBA Service code 10 800 MARKET ST · ST LOUIS, MO 63101 | Accounting | $15,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,634 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,229 | $52,406+68.4% | $129,207-31.7% | $74,495+18.4% |
| Participation rate | 90.8% | 53.8%+37.0pp | 69.6%+21.2pp | 67.2%+23.6pp |
| Annual return | 10.05% | 15.66%-5.6pp | 9417.33%-9407.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $2,228 | $1,531+45.6% | $4,153-46.4% | $2,623-15.1% |
| Participant deferral / active EE | $2,799 | $2,794+0.2% | $4,168-32.8% | $4,346-35.6% |
| Admin fee / account holder | $527 | $2,633-80.0% | $7,715-93.2% | $1,942-72.9% |