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 NETWORK11+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $48,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,643 | $50,982-6.5% | $154,803-69.2% | $85,563-44.3% |
| Participation rate | 98.7% | 59.8%+38.9pp | 78.1%+20.6pp | 66.0%+32.7pp |
| Annual return | 17.16% | 30.35%-13.2pp | 58.88%-41.7pp | 31.51%-14.4pp |
| Employer contribution / active EE | $2,455 | $1,708+43.7% | $4,305-43.0% | $2,654-7.5% |
| Participant deferral / active EE | $2,895 | $2,474+17.0% | $5,540-47.8% | $4,375-33.8% |
| Admin fee / account holder | $101 | $846-88.1% | $14,329-99.3% | $834-87.9% |