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 NETWORK2+ years Service code 99 · EIN 04-2675571 | Other Fees | $39,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,540 | $44,059+14.7% | $71,671-29.5% | $69,631-27.4% |
| Participation rate | 22.2% | 60.8%-38.5pp | 68.7%-46.5pp | 70.7%-48.5pp |
| Annual return | 24.33% | 21.97%+2.4pp | 20.65%+3.7pp | 27571.02%-27546.7pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,023 | $2,370-56.8% | $3,438-70.2% | $3,224-68.3% |
| Admin fee / account holder | $12 | $108-88.8% | $5,558-99.8% | $110-89.1% |