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 NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $12,432 |
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 | $76,219 | $55,002+38.6% | $59,878+27.3% | $56,287+35.4% |
| Participation rate | 96.6% | 75.9%+20.6pp | 74.7%+21.9pp | 69.9%+26.7pp |
| Annual return | 8.15% | 1.13%+7.0pp | 3.46%+4.7pp | -9.96%+18.1pp |
| Employer contribution / active EE | $4,311 | $2,448+76.1% | $2,722+58.4% | $2,111+104.2% |
| Participant deferral / active EE | $3,818 | $3,121+22.3% | $3,402+12.2% | $3,350+14.0% |
| Admin fee / account holder | $23 | $236-90.3% | $3,590-99.4% | $521-95.6% |