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 NETWORK9+ years Service code 49 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 024533467 | Other Services | $9,541 |
Filed as: TEACHERS INSURANCE & ANNUITY ASSOCI Service code 49 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Services | $5,724 |
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 | $75,991 | $65,557+15.9% | $64,056+18.6% | $71,457+6.3% |
| Participation rate | 39.8% | 73.2%-33.3pp | 72.3%-32.5pp | 67.9%-28.1pp |
| Annual return | 13.01% | 18.94%-5.9pp | 33.69%-20.7pp | 28.85%-15.8pp |
| Employer contribution / active EE | $411 | $2,669-84.6% | $2,747-85.0% | $2,588-84.1% |
| Participant deferral / active EE | $2,178 | $3,626-39.9% | $3,880-43.9% | $4,289-49.2% |
| Admin fee / account holder | $77 | $616-87.4% | $3,068-97.5% | $1,587-95.1% |