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 DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,961 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,826 |
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 | $80,084 | $88,890-9.9% | $102,423-21.8% | $77,643+3.1% |
| Participation rate | 94.4% | 80.9%+13.5pp | 76.5%+17.9pp | 70.6%+23.9pp |
| Annual return | 14.77% | 24.98%-10.2pp | 29.32%-14.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,989 | $2,698-26.3% | $3,023-34.2% | $2,726-27.0% |
| Participant deferral / active EE | $7,060 | $5,145+37.2% | $5,053+39.7% | $4,647+51.9% |
| Admin fee / account holder | $160 | $235-31.8% | $9,451-98.3% | $430-62.7% |