See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $34,703 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,537 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,728 | $47,126-22.1% | $149,673-75.5% | $74,419-50.6% |
| Participation rate | 96.1% | 63.4%+32.7pp | 78.8%+17.3pp | 70.7%+25.4pp |
| Annual return | 17.09% | 22.75%-5.7pp | 134.42%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $2,158 | $1,905+13.3% | $4,818-55.2% | $2,637-18.2% |
| Participant deferral / active EE | $2,461 | $2,728-9.8% | $5,680-56.7% | $4,528-45.6% |
| Admin fee / account holder | $39 | $343-88.5% | $13,210-99.7% | $348-88.7% |