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 9-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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 33 · EIN 04-2675571 | Securities brokerage; Other fees | $35,068 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,937 | $43,411+70.3% | $94,993-22.2% | $69,631+6.2% |
| Participation rate | 59.3% | 64.4%-5.1pp | 73.9%-14.6pp | 70.7%-11.4pp |
| Annual return | 16.14% | 22.54%-6.4pp | 27.12%-11.0pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $958 | $1,202-20.3% | $2,603-63.2% | $2,032-52.8% |
| Participant deferral / active EE | $3,059 | $2,384+28.3% | $3,317-7.8% | $3,224-5.1% |
| Admin fee / account holder | $183 | $87+110.1% | $4,960-96.3% | $110+66.1% |