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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.
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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 NETWORK3+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $12,831 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,960 | $45,825+22.1% | $90,645-38.3% | $56,287-0.6% |
| Participation rate | 88.6% | 66.7%+21.9pp | 74.0%+14.5pp | 69.9%+18.7pp |
| Annual return | -12.03% | 38.64%-50.7pp | 1.88%-13.9pp | -9.96%-2.1pp |
| Employer contribution / active EE | $383 | $1,372-72.1% | $2,532-84.9% | $2,111-81.8% |
| Participant deferral / active EE | $1,147 | $2,562-55.2% | $3,425-66.5% | $3,350-65.8% |
| Admin fee / account holder | $45 | $413-89.1% | $4,994-99.1% | $521-91.3% |