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 NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $40,649 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,847 |
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 | $32,324 | $62,928-48.6% | $172,739-81.3% | $67,579-52.2% |
| Participation rate | 97.9% | 64.5%+33.4pp | 82.6%+15.2pp | 71.3%+26.6pp |
| Annual return | 21.56% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,573 | $1,636-3.9% | $5,143-69.4% | $2,148-26.8% |
| Participant deferral / active EE | $1,734 | $2,145-19.2% | $5,198-66.6% | $3,539-51.0% |
| Admin fee / account holder | $65 | $167-61.0% | $13,954-99.5% | $142-54.3% |