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 27 · EIN 04-2675571 | Advisory (Plan) | $55,216 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $38,203 |
INTAC ACTUARIAL SERVICES1 year Service code 10 · EIN 22-2446239 | Accounting | $27,288 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $13,276 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,739 | $84,487+183.8% | $125,339+91.3% | $66,914+258.3% |
| Participation rate | 80.0% | 76.4%+3.6pp | 82.4%-2.4pp | 69.8%+10.2pp |
| Annual return | -16.51% | -8.39%-8.1pp | 572.05%-588.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,002 | $3,553-43.7% | $4,814-58.4% | $2,544-21.3% |
| Participant deferral / active EE | $11,550 | $6,781+70.3% | $7,446+55.1% | $4,237+172.6% |
| Admin fee / account holder | $958 | $685+39.9% | $10,010-90.4% | $593+61.5% |