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 NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $42,407 |
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 | $43,682 | $48,471-9.9% | $182,532-76.1% | $67,579-35.4% |
| Participation rate | 81.1% | 67.2%+13.9pp | 78.0%+3.1pp | 71.3%+9.8pp |
| Annual return | 28.36% | 31.08%-2.7pp | 148.54%-120.2pp | 378.56%-350.2pp |
| Employer contribution / active EE | $2,176 | $1,461+49.0% | $4,076-46.6% | $2,148+1.3% |
| Participant deferral / active EE | $4,806 | $3,324+44.6% | $5,524-13.0% | $3,539+35.8% |
| Admin fee / account holder | $124 | $151-17.7% | $8,592-98.6% | $142-12.5% |