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 NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $68,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,128 | $60,607+0.9% | $189,557-67.8% | $86,799-29.6% |
| Participation rate | 72.6% | 68.9%+3.7pp | 78.4%-5.8pp | 72.3%+0.3pp |
| Annual return | 15.82% | 65.18%-49.4pp | 64.17%-48.3pp | 97.91%-82.1pp |
| Employer contribution / active EE | $2,200 | $1,626+35.3% | $4,412-50.1% | $2,405-8.5% |
| Participant deferral / active EE | $5,425 | $3,895+39.3% | $6,174-12.1% | $4,131+31.3% |
| Admin fee / account holder | $131 | $159-17.3% | $9,807-98.7% | $170-22.6% |