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 NETWORK5+ years Service code 99 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533423 | Other Fees | $33,165 |
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 | $128,586 | $76,367+68.4% | $93,606+37.4% | $72,985+76.2% |
| Participation rate | 89.6% | 71.7%+17.8pp | 75.8%+13.7pp | 69.5%+20.1pp |
| Annual return | 20.80% | 25.82%-5.0pp | 32.76%-12.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $763 | $2,275-66.5% | $2,718-71.9% | $2,440-68.7% |
| Participant deferral / active EE | $5,839 | $3,538+65.0% | $4,069+43.5% | $3,607+61.9% |
| Admin fee / account holder | $98 | $6,838-98.6% | $7,888-98.8% | $5,124-98.1% |