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 |
|---|---|---|
Filed as: COMMONWEALTH FINANCIAL NETWORK INC Service code 99 · EIN 04-2675571 | Other Fees | $63,171 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $13,779 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $12,729 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $239,397 | $58,927+306.3% | $76,817+211.6% | $72,985+228.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.27% | 2305.64%-2288.4pp | 1166.11%-1148.8pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,850 | $1,787+59.5% | $2,302+23.8% | $2,440+16.8% |
| Participant deferral / active EE | $8,353 | $2,690+210.5% | $3,336+150.4% | $3,607+131.6% |
| Admin fee / account holder | $9 | $4,013-99.8% | $6,420-99.9% | $5,124-99.8% |