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 Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $24,715 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,205 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,016 | $65,409+39.1% | $98,442-7.5% | $85,850+6.0% |
| Participation rate | 80.6% | 65.0%+15.6pp | 73.3%+7.3pp | 69.3%+11.3pp |
| Annual return | 15.04% | 21.76%-6.7pp | 1492.73%-1477.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,017 | $3,166+90.0% | $4,276+40.7% | $3,952+52.3% |
| Admin fee / account holder | $296 | $4,593-93.6% | $5,949-95.0% | $6,260-95.3% |