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 10-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 NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $9,863 |
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 | $72,810 | $57,976+25.6% | $62,995+15.6% | $62,292+16.9% |
| Participation rate | 98.2% | 75.9%+22.3pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 15.17% | 17.54%-2.4pp | 87.57%-72.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $3,803 | $2,415+57.5% | $2,759+37.8% | $2,042+86.2% |
| Participant deferral / active EE | $3,214 | $2,956+8.7% | $3,329-3.5% | $3,169+1.4% |
| Admin fee / account holder | $24 | $276-91.3% | $3,600-99.3% | $479-95.0% |