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) | $22,101 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,906 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,338 | $54,350+22.1% | $82,719-19.8% | $68,494-3.1% |
| Participation rate | 86.4% | 63.9%+22.5pp | 72.6%+13.9pp | 67.9%+18.5pp |
| Annual return | -16.77% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,340 | $2,218-39.6% | $3,009-55.5% | $2,596-48.4% |
| Participant deferral / active EE | $6,168 | $3,246+90.0% | $4,395+40.3% | $4,027+53.2% |
| Admin fee / account holder | $263 | $4,395-94.0% | $5,329-95.1% | $5,403-95.1% |