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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 33 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533423 | Securities brokerage; Other fees | $33,140 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,320 | $63,299+66.4% | $91,001+15.7% | $62,292+69.1% |
| Participation rate | 81.7% | 73.3%+8.4pp | 75.6%+6.1pp | 69.5%+12.2pp |
| Annual return | 16.22% | 20.99%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $525 | $1,807-71.0% | $2,456-78.6% | $2,042-74.3% |
| Participant deferral / active EE | $4,207 | $2,943+43.0% | $3,547+18.6% | $3,169+32.7% |
| Admin fee / account holder | $27 | $468-94.1% | $5,417-99.5% | $479-94.3% |