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, ME 02453 | Advisory (Plan) | $15,589 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $5,097 |
AMERICAS 401K, INC.2 years Filed as: AMERICAS 401K INC Service code 13 | Contract Administrator | $3,118 |
AMERICAS 401K, INC.2 years Filed as: AMERICAS 401(K), INC. Service code 13 · EIN 75-2261114 | Contract Administrator | $2,664 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,007 |
CLARUS PARTNERS2 years Filed as: CLARUS PARTNERS LLC DBA Service code 10 350 E FIRST AVE STE 150 · COLUMBUS, OH 43201 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,744 | $89,652-63.5% | $141,162-76.8% | $65,185-49.8% |
| Participation rate | 80.2% | 74.7%+5.5pp | 82.5%-2.3pp | 70.2%+10.0pp |
| Annual return | 21.07% | 32.79%-11.7pp | 71.39%-50.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,715 | $5,691-34.7% | $6,709-44.6% | $3,514+5.7% |
| Admin fee / account holder | $171 | $569-69.8% | $10,261-98.3% | $847-79.8% |