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 | $37,289 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,967 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,459 | $66,124-19.2% | $90,404-40.9% | $73,488-27.3% |
| Participation rate | 87.2% | 69.7%+17.5pp | 72.7%+14.5pp | 70.7%+16.5pp |
| Annual return | 9.45% | 17.65%-8.2pp | 1293.02%-1283.6pp | 28.51%-19.1pp |
| Employer contribution / active EE | $2,342 | $2,346-0.2% | $3,262-28.2% | $2,270+3.2% |
| Participant deferral / active EE | $2,299 | $3,039-24.4% | $3,963-42.0% | $3,740-38.5% |
| Admin fee / account holder | $182 | $396-54.1% | $5,611-96.8% | $513-64.5% |