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 | $37,316 |
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,422 |
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 | $48,121 | $58,264-17.4% | $86,612-44.4% | $71,457-32.7% |
| Participation rate | 82.1% | 65.0%+17.1pp | 71.7%+10.4pp | 67.9%+14.2pp |
| Annual return | 11.51% | 21.63%-10.1pp | 591.07%-579.6pp | 28.85%-17.3pp |
| Employer contribution / active EE | $2,175 | $2,574-15.5% | $3,022-28.0% | $2,588-15.9% |
| Participant deferral / active EE | $2,384 | $3,436-30.6% | $4,438-46.3% | $4,289-44.4% |
| Admin fee / account holder | $171 | $1,057-83.8% | $5,614-97.0% | $1,587-89.2% |