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 | $36,063 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,263 | $51,197-9.6% | $82,719-44.1% | $66,914-30.9% |
| Participation rate | 73.7% | 67.8%+5.9pp | 72.6%+1.1pp | 69.8%+3.9pp |
| Annual return | -11.58% | -9.64%-1.9pp | 701.18%-712.8pp | 1.58%-13.2pp |
| Employer contribution / active EE | $2,098 | $2,611-19.6% | $3,009-30.3% | $2,544-17.5% |
| Participant deferral / active EE | $2,543 | $3,458-26.5% | $4,395-42.1% | $4,237-40.0% |
| Admin fee / account holder | $179 | $416-56.8% | $5,329-96.6% | $593-69.8% |