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 NETWORK4+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $48,945 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,085 |
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 | $105,444 | $95,274+10.7% | $135,903-22.4% | $74,419+41.7% |
| Participation rate | 95.5% | 78.2%+17.3pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 24.76% | 32.77%-8.0pp | 68.23%-43.5pp | 34.38%-9.6pp |
| Employer contribution / active EE | $3,961 | $3,874+2.2% | $4,856-18.4% | $2,637+50.2% |
| Participant deferral / active EE | $12,111 | $7,782+55.6% | $7,758+56.1% | $4,528+167.5% |
| Admin fee / account holder | $175 | $266-34.1% | $10,762-98.4% | $348-49.6% |