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 RD · WALTHAM, MA 024533483 | Advisory (Plan) | $20,796 |
ATTN ROB WISNER2 years Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 189642139 | Contract Administrator | $3,818 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,490 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,500 | $91,407-74.3% | $135,903-82.7% | $71,457-67.1% |
| Participation rate | 82.3% | 75.7%+6.7pp | 81.9%+0.4pp | 67.9%+14.4pp |
| Annual return | 25.13% | 29.90%-4.8pp | 68.23%-43.1pp | 28.85%-3.7pp |
| Employer contribution / active EE | $1,293 | $3,703-65.1% | $4,856-73.4% | $2,588-50.0% |
| Participant deferral / active EE | $3,797 | $7,092-46.5% | $7,758-51.1% | $4,289-11.5% |
| Admin fee / account holder | $93 | $1,266-92.6% | $10,762-99.1% | $1,587-94.1% |