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 NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $12,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,800 | $66,302-9.8% | $110,238-45.8% | $56,287+6.2% |
| Participation rate | 42.6% | 74.9%-32.3pp | 79.8%-37.3pp | 69.9%-27.3pp |
| Annual return | -5.31% | -1.18%-4.1pp | 314.74%-320.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,114 | $2,047-45.6% | $3,826-70.9% | $2,111-47.2% |
| Participant deferral / active EE | $2,422 | $3,381-28.4% | $4,672-48.2% | $3,350-27.7% |
| Admin fee / account holder | $123 | $698-82.4% | $8,547-98.6% | $521-76.4% |