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 4-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) | $22,230 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,301 |
COMPASS 360, LLC2 years Filed as: COMPASS 360 Service code 99 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Other Fees | $4,446 |
COMPASS 360, LLC2 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Contract Administrator | $3,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,833 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,688 | $55,415-13.9% | $155,509-69.3% | $74,495-36.0% |
| Participation rate | 94.3% | 61.9%+32.3pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 13.94% | 268.50%-254.6pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,156 | $2,267+39.2% | $4,672-32.5% | $2,623+20.3% |
| Participant deferral / active EE | $4,566 | $2,836+61.0% | $5,626-18.9% | $4,346+5.1% |
| Admin fee / account holder | $218 | $1,738-87.4% | $15,912-98.6% | $1,942-88.8% |