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 NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $50,889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,881 | $50,458-1.1% | $159,960-68.8% | $64,808-23.0% |
| Participation rate | 72.6% | 68.0%+4.6pp | 78.0%-5.3pp | 71.5%+1.1pp |
| Annual return | -17.21% | -13.42%-3.8pp | 408.60%-425.8pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,290 | $1,722+33.0% | $4,226-45.8% | $2,506-8.6% |
| Participant deferral / active EE | $5,511 | $4,004+37.6% | $6,182-10.9% | $4,310+27.8% |
| Admin fee / account holder | $126 | $706-82.2% | $8,698-98.6% | $188-32.9% |