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) | $21,408 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $74,337 | $54,762+35.7% | $90,281-17.7% | $72,985+1.9% |
| Participation rate | 78.9% | 65.1%+13.7pp | 73.3%+5.6pp | 69.5%+9.4pp |
| Annual return | 22.18% | 30.63%-8.5pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,599 | $2,092+72.0% | $2,854+26.1% | $2,440+47.5% |
| Participant deferral / active EE | $5,735 | $2,887+98.7% | $3,885+47.6% | $3,607+59.0% |
| Admin fee / account holder | $169 | $3,972-95.8% | $5,351-96.8% | $5,124-96.7% |