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 NETWORK4+ years Service code 49 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 024533467 | Other Services | $6,283 |
Filed as: TEACHERS INSURANCE AND ANNUITY OF A Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $3,771 |
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 | $72,041 | $43,327+66.3% | $59,878+20.3% | $64,186+12.2% |
| Participation rate | 54.9% | 69.2%-14.2pp | 74.7%-19.8pp | 69.6%-14.6pp |
| Annual return | -2.64% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $513 | $2,028-74.7% | $2,722-81.1% | $2,381-78.4% |
| Participant deferral / active EE | $3,116 | $2,546+22.4% | $3,402-8.4% | $3,470-10.2% |
| Admin fee / account holder | $54 | $3,005-98.2% | $3,590-98.5% | $4,888-98.9% |