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) | $34,053 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,112 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,681 | $89,652-54.6% | $141,162-71.2% | $65,185-37.6% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.5%+12.5pp | 70.2%+24.7pp |
| Annual return | 26.53% | 32.79%-6.3pp | 71.39%-44.9pp | 29.38%-2.9pp |
| Employer contribution / active EE | $3,176 | $3,065+3.6% | $4,735-32.9% | $2,177+45.9% |
| Participant deferral / active EE | $5,713 | $5,691+0.4% | $6,709-14.8% | $3,514+62.6% |
| Admin fee / account holder | $302 | $569-46.9% | $10,261-97.1% | $847-64.4% |