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 | $58,981 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,085 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $3,940 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,658 | $63,764+239.8% | $81,930+164.4% | $79,858+171.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 5.50% | 22.66%-17.2pp | 29.49%-24.0pp | 31.71%-26.2pp |
| Employer contribution / active EE | $414 | $1,795-76.9% | $4,310-90.4% | $2,471-83.2% |
| Participant deferral / active EE | $3,671 | $2,780+32.0% | $7,107-48.3% | $3,740-1.9% |
| Admin fee / account holder | $9 | $4,426-99.8% | $5,158-99.8% | $5,306-99.8% |