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 5-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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $65,523 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,265 |
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 | $125,024 | $106,028+17.9% | $146,958-14.9% | $77,643+61.0% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.6pp | 70.6%+29.1pp |
| Annual return | 20.13% | 56.73%-36.6pp | 418.34%-398.2pp | 31.24%-11.1pp |
| Employer contribution / active EE | $1,448 | $4,063-64.4% | $4,933-70.6% | $2,726-46.9% |
| Participant deferral / active EE | $12,195 | $7,990+52.6% | $8,070+51.1% | $4,647+162.4% |
| Admin fee / account holder | $198 | $337-41.4% | $12,998-98.5% | $430-54.0% |