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 NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $45,493 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,921 | $52,293-27.5% | $178,490-78.8% | $73,409-48.3% |
| Participation rate | 96.1% | 65.3%+30.8pp | 81.9%+14.2pp | 72.2%+23.9pp |
| Annual return | 19.06% | 34.75%-15.7pp | 151.07%-132.0pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,940 | $1,735+11.8% | $5,011-61.3% | $2,234-13.1% |
| Participant deferral / active EE | $2,023 | $2,332-13.3% | $5,202-61.1% | $3,805-46.8% |
| Admin fee / account holder | $65 | $127-48.8% | $13,984-99.5% | $158-58.7% |