See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 DBA COMMONWEALTH · WALTHAM, MA 024533483 | Advisory (Plan) | $17,596 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,958 |
COMPASS 360, LLC1 year Filed as: COMPASS 360 Service code 99 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Other Fees | $3,519 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,900 |
COMPASS 360, LLC1 year Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Contract Administrator | $1,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,515 | $61,272-24.1% | $149,673-68.9% | $71,457-34.9% |
| Participation rate | 93.6% | 62.5%+31.1pp | 78.8%+14.8pp | 67.9%+25.7pp |
| Annual return | 21.40% | 35.85%-14.5pp | 134.42%-113.0pp | 28.85%-7.5pp |
| Employer contribution / active EE | $3,526 | $2,378+48.2% | $4,818-26.8% | $2,588+36.2% |
| Participant deferral / active EE | $4,383 | $2,917+50.3% | $5,680-22.8% | $4,289+2.2% |
| Admin fee / account holder | $182 | $1,261-85.6% | $13,210-98.6% | $1,587-88.6% |