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) | $21,983 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,173 | $60,124+31.7% | $90,404-12.4% | $79,858-0.9% |
| Participation rate | 63.0% | 65.0%-1.9pp | 72.7%-9.6pp | 69.6%-6.6pp |
| Annual return | 14.82% | 71.94%-57.1pp | 1293.02%-1278.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,332 | $2,068-35.6% | $3,262-59.2% | $2,471-46.1% |
| Participant deferral / active EE | $4,385 | $2,938+49.2% | $3,963+10.6% | $3,740+17.2% |
| Admin fee / account holder | $275 | $3,976-93.1% | $5,611-95.1% | $5,306-94.8% |