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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $14,909 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,119 | $76,670-29.4% | $96,683-44.0% | $71,457-24.3% |
| Participation rate | 61.9% | 66.6%-4.6pp | 74.3%-12.4pp | 67.9%-6.0pp |
| Annual return | 17.65% | 48.29%-30.6pp | 35.69%-18.0pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,578 | $3,031-47.9% | $3,737-57.8% | $2,588-39.0% |
| Participant deferral / active EE | $3,492 | $3,771-7.4% | $4,878-28.4% | $4,289-18.6% |
| Admin fee / account holder | $112 | $2,028-94.5% | $6,730-98.3% | $1,587-92.9% |