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 NETWORK4+ years Service code 99 · EIN 04-2675571 | Other Fees | $38,932 |
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 | $55,579 | $46,423+19.7% | $75,886-26.8% | $67,579-17.8% |
| Participation rate | 22.2% | 63.1%-40.9pp | 69.3%-47.1pp | 71.3%-49.1pp |
| Annual return | 18.25% | 32.29%-14.0pp | 30.76%-12.5pp | 378.56%-360.3pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,500-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,237 | $2,564-51.8% | $3,603-65.7% | $3,539-65.1% |
| Admin fee / account holder | $6 | $132-95.2% | $5,418-99.9% | $142-95.6% |