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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,548 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,212 |
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 | $53,732 | $63,745-15.7% | $98,442-45.4% | $79,386-32.3% |
| Participation rate | 82.3% | 69.9%+12.5pp | 73.3%+9.0pp | 70.7%+11.6pp |
| Annual return | 8.64% | 625.80%-617.2pp | 1492.73%-1484.1pp | 116.85%-108.2pp |
| Employer contribution / active EE | $2,125 | $2,557-16.9% | $2,960-28.2% | $2,427-12.5% |
| Participant deferral / active EE | $2,469 | $3,303-25.3% | $4,276-42.3% | $4,046-39.0% |
| Admin fee / account holder | $184 | $516-64.3% | $5,949-96.9% | $626-70.6% |