See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $24,862 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,706 |
ASCENSUS LLC2 years Filed as: ASCENSUS HLDGS INC DBA FUTUREPLAN Service code 13 | Contract Administrator | $8,287 |
ASCENSUS LLC2 years Filed as: ASCENSUS HLDGS INC. DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,647 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,099 | $59,263+85.8% | $96,562+14.0% | $79,386+38.7% |
| Participation rate | 43.8% | 61.9%-18.1pp | 69.8%-26.1pp | 70.7%-27.0pp |
| Annual return | 17.26% | 27.07%-9.8pp | 37.78%-20.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $1,594 | $1,216+31.1% | $2,356-32.4% | $2,427-34.3% |
| Participant deferral / active EE | $3,127 | $2,948+6.1% | $3,849-18.8% | $4,046-22.7% |
| Admin fee / account holder | $686 | $658+4.1% | $6,181-88.9% | $626+9.4% |