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) | $30,603 |
Filed as: NA NA Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $5,611 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,144 |
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 | $26,535 | $101,317-73.8% | $146,958-81.9% | $74,495-64.4% |
| Participation rate | 86.8% | 75.5%+11.2pp | 82.2%+4.6pp | 67.2%+19.6pp |
| Annual return | 16.54% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,283 | $3,810-66.3% | $4,933-74.0% | $2,623-51.1% |
| Participant deferral / active EE | $4,249 | $7,303-41.8% | $8,070-47.3% | $4,346-2.2% |
| Admin fee / account holder | $119 | $1,739-93.2% | $12,998-99.1% | $1,942-93.9% |