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 NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $52,117 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,229 | $56,152-1.6% | $185,823-70.3% | $73,409-24.8% |
| Participation rate | 78.8% | 67.6%+11.3pp | 78.0%+0.8pp | 72.2%+6.7pp |
| Annual return | 21.16% | 17.59%+3.6pp | 35.95%-14.8pp | 59.29%-38.1pp |
| Employer contribution / active EE | $2,314 | $1,532+51.1% | $4,087-43.4% | $2,234+3.6% |
| Participant deferral / active EE | $5,509 | $3,659+50.6% | $5,632-2.2% | $3,805+44.8% |
| Admin fee / account holder | $154 | $132+16.6% | $9,500-98.4% | $158-2.5% |