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 NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $40,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,800 |
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 | $28,439 | $37,196-23.5% | $154,107-81.5% | $55,725-49.0% |
| Participation rate | 99.4% | 64.1%+35.3pp | 83.0%+16.4pp | 70.9%+28.5pp |
| Annual return | -4.59% | 1319.68%-1324.3pp | 735.12%-739.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,493 | $1,614-7.5% | $5,298-71.8% | $2,078-28.2% |
| Participant deferral / active EE | $1,346 | $2,068-34.9% | $5,081-73.5% | $3,356-59.9% |
| Admin fee / account holder | $68 | $102-32.9% | $13,411-99.5% | $115-40.8% |