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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 55 · EIN 04-2675571 | Other Commissions | $11,258 |
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,565 | $71,192-16.3% | $117,854-49.5% | $62,292-4.4% |
| Participation rate | 42.4% | 74.2%-31.8pp | 79.7%-37.3pp | 69.5%-27.1pp |
| Annual return | 19.76% | 18.66%+1.1pp | 335.08%-315.3pp | 28.90%-9.1pp |
| Employer contribution / active EE | $945 | $1,934-51.1% | $3,786-75.0% | $2,042-53.7% |
| Participant deferral / active EE | $2,066 | $3,189-35.2% | $4,482-53.9% | $3,169-34.8% |
| Admin fee / account holder | $9 | $587-98.5% | $8,020-99.9% | $479-98.2% |