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 Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $19,286 |
Service code 10 · EIN 62-0963442 | Accounting | $9,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,502 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,946 | $53,162+84.2% | $91,220+7.4% | $68,494+43.0% |
| Participation rate | 73.5% | 63.2%+10.3pp | 73.2%+0.3pp | 67.9%+5.6pp |
| Annual return | -11.91% | -3.14%-8.8pp | 114.01%-125.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,291 | $1,709+34.0% | $2,850-19.6% | $2,596-11.8% |
| Participant deferral / active EE | $3,937 | $2,974+32.4% | $4,234-7.0% | $4,027-2.2% |
| Admin fee / account holder | $469 | $4,493-89.6% | $5,420-91.3% | $5,403-91.3% |