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 NETWORK4+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $47,543 |
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 | $63,453 | $50,175+26.5% | $99,443-36.2% | $65,185-2.7% |
| Participation rate | 89.0% | 68.4%+20.6pp | 73.8%+15.2pp | 70.2%+18.8pp |
| Annual return | 24.10% | 25.36%-1.3pp | 30.72%-6.6pp | 29.38%-5.3pp |
| Employer contribution / active EE | $1,426 | $1,496-4.7% | $2,540-43.8% | $2,177-34.5% |
| Participant deferral / active EE | $4,694 | $2,748+70.8% | $3,619+29.7% | $3,514+33.6% |
| Admin fee / account holder | $165 | $398-58.5% | $6,250-97.4% | $847-80.5% |