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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 NETWORK5+ years Service code 33 · EIN 04-2675571 | Securities brokerage; Other fees | $39,883 |
Service code 13 · EIN 04-3222046 | Contract Administrator | $10,275 |
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 | $74,399 | $55,214+34.7% | $104,607-28.9% | $73,488+1.2% |
| Participation rate | 83.1% | 67.8%+15.2pp | 74.1%+9.0pp | 70.7%+12.4pp |
| Annual return | 11.72% | 24.79%-13.1pp | 340.46%-328.7pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,506 | $1,468+2.6% | $2,681-43.8% | $2,270-33.7% |
| Participant deferral / active EE | $5,132 | $2,925+75.5% | $3,740+37.2% | $3,740+37.2% |
| Admin fee / account holder | $209 | $424-50.7% | $6,473-96.8% | $513-59.3% |