See peer percentile detail. $4.99 for your first month.
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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 FINANCIAL Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,505 |
LINSCO/PRIVATE LEDGER CORP6+ years Filed as: LINSCO/PRIVATE LEDGER Service code 27 · EIN 02-0366808 | Advisory (Plan) | $15,665 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,508 | $52,293+59.7% | $178,490-53.2% | $73,409+13.8% |
| Participation rate | 55.0% | 65.3%-10.4pp | 81.9%-27.0pp | 72.2%-17.2pp |
| Annual return | 20.75% | 34.75%-14.0pp | 151.07%-130.3pp | 59.29%-38.5pp |
| Employer contribution / active EE | $1,530 | $1,735-11.8% | $5,011-69.5% | $2,234-31.5% |
| Participant deferral / active EE | $2,823 | $2,332+21.0% | $5,202-45.7% | $3,805-25.8% |
| Admin fee / account holder | $85 | $127-33.2% | $13,984-99.4% | $158-46.1% |