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 NETWORK5+ years Service code 99 · EIN 04-2675571 | Other Fees | $41,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,461 | $51,288+27.6% | $81,983-20.2% | $73,409-10.8% |
| Participation rate | 22.3% | 64.0%-41.7pp | 69.2%-47.0pp | 72.2%-49.9pp |
| Annual return | 23.82% | 29.48%-5.7pp | 41.31%-17.5pp | 59.29%-35.5pp |
| Employer contribution / active EE | $8 | $1,487-99.5% | $2,498-99.7% | $2,234-99.6% |
| Participant deferral / active EE | $1,330 | $2,715-51.0% | $3,722-64.3% | $3,805-65.1% |
| Admin fee / account holder | $11 | $125-91.5% | $5,664-99.8% | $158-93.3% |