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 NETWORK3+ years Service code 49 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 024533467 | Other Services | $5,485 |
Filed as: TEACHERS INSURANCE AND ANNUITY OF A Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $3,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,796 | $45,035+66.1% | $62,995+18.7% | $70,131+6.7% |
| Participation rate | 59.1% | 69.5%-10.4pp | 74.8%-15.7pp | 69.5%-10.4pp |
| Annual return | 12.85% | 18.76%-5.9pp | 87.57%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $486 | $2,051-76.3% | $2,759-82.4% | $2,342-79.3% |
| Participant deferral / active EE | $2,475 | $2,465+0.4% | $3,329-25.7% | $3,332-25.7% |
| Admin fee / account holder | $47 | $2,834-98.3% | $3,600-98.7% | $4,645-99.0% |