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 NETWORK6+ years Service code 99 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533423 | Other Fees | $28,830 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,865 | $81,208+71.0% | $98,907+40.4% | $79,858+73.9% |
| Participation rate | 89.2% | 72.5%+16.7pp | 76.0%+13.2pp | 69.6%+19.6pp |
| Annual return | 13.86% | 60.99%-47.1pp | 196.43%-182.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $685 | $1,960-65.0% | $2,689-74.5% | $2,471-72.3% |
| Participant deferral / active EE | $5,985 | $3,265+83.3% | $4,244+41.0% | $3,740+60.0% |
| Admin fee / account holder | $96 | $6,013-98.4% | $6,642-98.6% | $5,306-98.2% |