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 5-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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $43,091 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,701 |
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 | $79,384 | $82,202-3.4% | $125,339-36.7% | $64,808+22.5% |
| Participation rate | 94.9% | 77.9%+17.0pp | 82.4%+12.5pp | 71.5%+23.4pp |
| Annual return | -16.65% | 3.48%-20.1pp | 572.05%-588.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $3,640 | $3,615+0.7% | $4,814-24.4% | $2,506+45.3% |
| Participant deferral / active EE | $11,445 | $7,175+59.5% | $7,446+53.7% | $4,310+165.5% |
| Admin fee / account holder | $164 | $163+0.7% | $10,010-98.4% | $188-12.5% |