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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $28,121 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,309 | $60,323+34.8% | $81,812-0.6% | $74,495+9.1% |
| Participation rate | 57.9% | 62.9%-4.9pp | 72.3%-14.4pp | 67.2%-9.3pp |
| Annual return | 12.22% | 16.90%-4.7pp | 773.79%-761.6pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,801 | $3,387-17.3% | $4,319-35.1% | $4,346-35.6% |
| Admin fee / account holder | $314 | $1,486-78.9% | $7,386-95.7% | $1,942-83.8% |