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) | $21,048 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,448 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $2,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,614 | $58,264+2.3% | $86,612-31.2% | $71,457-16.6% |
| Participation rate | 95.3% | 65.0%+30.3pp | 71.7%+23.6pp | 67.9%+27.4pp |
| Annual return | 27.03% | 21.63%+5.4pp | 591.07%-564.0pp | 28.85%-1.8pp |
| Employer contribution / active EE | $4,400 | $2,574+70.9% | $3,022+45.6% | $2,588+70.0% |
| Participant deferral / active EE | $7,577 | $3,436+120.5% | $4,438+70.7% | $4,289+76.7% |
| Admin fee / account holder | $165 | $1,057-84.4% | $5,614-97.1% | $1,587-89.6% |