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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,935 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,505 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,611 | $56,317-3.0% | $71,209-23.3% | $74,304-26.5% |
| Participation rate | 85.2% | 55.1%+30.1pp | 73.8%+11.5pp | 60.3%+24.9pp |
| Annual return | 10.66% | 42.83%-32.2pp | 282.51%-271.8pp | 29.43%-18.8pp |
| Employer contribution / active EE | $2,753 | $2,160+27.4% | $2,721+1.2% | $2,241+22.8% |
| Participant deferral / active EE | $3,081 | $2,788+10.5% | $4,175-26.2% | $3,767-18.2% |
| Admin fee / account holder | $190 | $2,290-91.7% | $5,349-96.5% | $2,969-93.6% |