Filed November 11, 2025
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 10-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 DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $20,365 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,059 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,211 | $49,177+36.7% | $79,464-15.4% | $64,186+4.7% |
| Participation rate | 79.7% | 65.0%+14.7pp | 73.3%+6.4pp | 69.6%+10.1pp |
| Annual return | -5.80% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,168 | $2,076+52.6% | $2,800+13.1% | $2,381+33.1% |
| Participant deferral / active EE | $5,126 | $2,821+81.7% | $3,704+38.4% | $3,470+47.7% |
| Admin fee / account holder | $224 | $3,839-94.2% | $5,113-95.6% | $4,888-95.4% |