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) | $22,176 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $21,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,418 | $79,171-18.6% | $102,423-37.1% | $74,495-13.5% |
| Participation rate | 97.9% | 74.8%+23.1pp | 76.5%+21.4pp | 67.2%+30.7pp |
| Annual return | 21.90% | 54.93%-33.0pp | 29.32%-7.4pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $2,629 | $2,362+11.3% | $3,023-13.0% | $2,623+0.2% |
| Participant deferral / active EE | $4,123 | $4,415-6.6% | $5,053-18.4% | $4,346-5.1% |
| Admin fee / account holder | $211 | $2,001-89.5% | $9,451-97.8% | $1,942-89.2% |