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 NETWORK1+ years Service code 49 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533467 | Other Services | $3,154 |
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $1,893 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,473 | $40,256+82.5% | $57,343+28.1% | $59,632+23.2% |
| Participation rate | 77.1% | 69.2%+7.9pp | 75.1%+2.0pp | 68.7%+8.4pp |
| Annual return | 2.39% | 27.49%-25.1pp | 24.39%-22.0pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $452 | $1,922-76.5% | $2,689-83.2% | $2,203-79.5% |
| Participant deferral / active EE | $2,411 | $2,399+0.5% | $3,162-23.8% | $3,192-24.5% |
| Admin fee / account holder | $27 | $2,818-99.0% | $3,356-99.2% | $4,297-99.4% |