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 NETWORK5+ years Service code 49 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 024533467 | Other Services | $7,321 |
Filed as: TEACHERS INSURANCE AND ANNUITY OF A Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $4,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,408 | $60,795+35.6% | $69,455+18.6% | $65,185+26.4% |
| Participation rate | 41.9% | 74.9%-33.0pp | 74.6%-32.7pp | 70.2%-28.3pp |
| Annual return | 15.68% | 17.46%-1.8pp | 28.97%-13.3pp | 29.38%-13.7pp |
| Employer contribution / active EE | $396 | $2,452-83.8% | $2,779-85.7% | $2,177-81.8% |
| Participant deferral / active EE | $2,574 | $3,162-18.6% | $3,535-27.2% | $3,514-26.7% |
| Admin fee / account holder | $63 | $314-79.8% | $3,839-98.4% | $847-92.5% |