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 NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $21,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,745 | $60,989+19.3% | $60,874+19.5% | $66,914+8.7% |
| Participation rate | 93.0% | 74.5%+18.6pp | 73.1%+19.9pp | 69.8%+23.2pp |
| Annual return | -10.78% | -9.60%-1.2pp | 16.90%-27.7pp | 1.58%-12.4pp |
| Employer contribution / active EE | $2,414 | $2,661-9.3% | $2,701-10.6% | $2,544-5.1% |
| Participant deferral / active EE | $4,529 | $3,615+25.3% | $3,817+18.7% | $4,237+6.9% |
| Admin fee / account holder | $76 | $338-77.5% | $3,224-97.6% | $593-87.2% |