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 NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $38,147 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,007 | $46,173-32.8% | $170,442-81.8% | $69,631-55.5% |
| Participation rate | 92.5% | 63.9%+28.6pp | 83.6%+8.9pp | 70.7%+21.8pp |
| Annual return | 10.24% | 21.62%-11.4pp | 205.93%-195.7pp | 27571.02%-27560.8pp |
| Employer contribution / active EE | $1,486 | $1,610-7.7% | $5,433-72.6% | $2,032-26.9% |
| Participant deferral / active EE | $1,130 | $2,080-45.7% | $4,939-77.1% | $3,224-65.0% |
| Admin fee / account holder | $64 | $116-44.6% | $13,880-99.5% | $110-41.8% |