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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,043 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $10,478 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,803 | $51,620+0.4% | $90,281-42.6% | $65,185-20.5% |
| Participation rate | 88.9% | 68.6%+20.3pp | 73.3%+15.7pp | 70.2%+18.7pp |
| Annual return | 15.00% | 24.94%-9.9pp | 78.10%-63.1pp | 29.38%-14.4pp |
| Employer contribution / active EE | $2,012 | $2,235-9.9% | $2,854-29.5% | $2,177-7.5% |
| Participant deferral / active EE | $2,180 | $2,871-24.1% | $3,885-43.9% | $3,514-38.0% |
| Admin fee / account holder | $82 | $384-78.7% | $5,351-98.5% | $847-90.3% |