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 NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $48,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$14,082 |
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 | $41,188 | $50,815-18.9% | $155,509-73.5% | $77,643-47.0% |
| Participation rate | 95.8% | 63.1%+32.7pp | 78.2%+17.6pp | 70.6%+25.2pp |
| Annual return | 14.68% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,065 | $1,993+3.6% | $4,672-55.8% | $2,726-24.3% |
| Participant deferral / active EE | $2,467 | $2,822-12.6% | $5,626-56.2% | $4,647-46.9% |
| Admin fee / account holder | $38 | $437-91.4% | $15,912-99.8% | $430-91.3% |