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 | $41,327 |
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,927 |
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 | $52,363 | $60,323-13.2% | $81,812-36.0% | $74,495-29.7% |
| Participation rate | 82.7% | 62.9%+19.8pp | 72.3%+10.3pp | 67.2%+15.5pp |
| Annual return | 8.81% | 16.90%-8.1pp | 773.79%-765.0pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $2,364 | $2,620-9.8% | $2,912-18.8% | $2,623-9.9% |
| Participant deferral / active EE | $2,693 | $3,387-20.5% | $4,319-37.6% | $4,346-38.0% |
| Admin fee / account holder | $184 | $1,486-87.6% | $7,386-97.5% | $1,942-90.5% |