Filed December 16, 2019
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 NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $30,535 |
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 | $29,647 | $45,283-34.5% | $155,790-81.0% | $52,331-43.3% |
| Participation rate | 83.9% | 62.2%+21.7pp | 76.1%+7.8pp | 68.1%+15.8pp |
| Annual return | 0.34% | 1.80%-1.5pp | 71.54%-71.2pp | 4.54%-4.2pp |
| Employer contribution / active EE | $2,424 | $1,329+82.4% | $3,836-36.8% | $1,882+28.8% |
| Participant deferral / active EE | $3,609 | $2,854+26.4% | $4,797-24.8% | $3,022+19.4% |
| Admin fee / account holder | $117 | $981-88.1% | $7,478-98.4% | $592-80.2% |