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 10-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 ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $12,370 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $10,884 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,459 |
Filed as: MASS MUTUAL Service code 15 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $0 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 99 101 W BROADWAY · SAN DIEGO, CA 92101 | Other Fees | -$13 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,884 | $91,407-47.6% | $135,903-64.8% | $71,457-33.0% |
| Participation rate | 95.0% | 75.7%+19.3pp | 81.9%+13.1pp | 67.9%+27.1pp |
| Annual return | 3.92% | 29.90%-26.0pp | 68.23%-64.3pp | 28.85%-24.9pp |
| Employer contribution / active EE | $3,918 | $3,703+5.8% | $4,856-19.3% | $2,588+51.4% |
| Participant deferral / active EE | $10,985 | $7,092+54.9% | $7,758+41.6% | $4,289+156.1% |
| Admin fee / account holder | $173 | $1,266-86.3% | $10,762-98.4% | $1,587-89.1% |