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 NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $27,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,450 |
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 | $32,216 | $36,916-12.7% | $156,549-79.4% | $57,658-44.1% |
| Participation rate | 84.4% | 63.4%+21.0pp | 84.0%+0.4pp | 70.2%+14.2pp |
| Annual return | 5.91% | 12.38%-6.5pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,406 | $1,571-10.5% | $5,501-74.5% | $1,974-28.8% |
| Participant deferral / active EE | $1,127 | $1,926-41.5% | $4,871-76.9% | $3,061-63.2% |
| Admin fee / account holder | $54 | $82-34.2% | $13,027-99.6% | $95-42.6% |