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 10-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 024533483 | Advisory (Plan) | $14,947 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,634 | $66,402+38.0% | $109,895-16.6% | $85,850+6.7% |
| Participation rate | 64.9% | 63.9%+1.1pp | 74.2%-9.3pp | 69.3%-4.4pp |
| Annual return | 23.43% | 19.59%+3.8pp | 29.45%-6.0pp | 318.53%-295.1pp |
| Employer contribution / active EE | $2,725 | $1,687+61.5% | $2,842-4.1% | $2,565+6.2% |
| Participant deferral / active EE | $3,432 | $2,842+20.7% | $4,048-15.2% | $3,952-13.1% |
| Admin fee / account holder | $293 | $4,557-93.6% | $6,066-95.2% | $6,260-95.3% |