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 NETWORK8+ years Service code 49 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 024533467 | Other Services | $9,461 |
Filed as: TEACHERS INSURANCE & ANNUITY ASSOCI Service code 49 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Services | $5,861 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,071 | $60,989+23.1% | $60,874+23.3% | $66,914+12.2% |
| Participation rate | 36.9% | 74.5%-37.6pp | 73.1%-36.2pp | 69.8%-32.9pp |
| Annual return | -11.98% | -9.60%-2.4pp | 16.90%-28.9pp | 1.58%-13.6pp |
| Employer contribution / active EE | $385 | $2,661-85.5% | $2,701-85.7% | $2,544-84.9% |
| Participant deferral / active EE | $1,867 | $3,615-48.4% | $3,817-51.1% | $4,237-55.9% |
| Admin fee / account holder | $78 | $338-77.0% | $3,224-97.6% | $593-86.9% |