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 5-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 NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,794 | $58,778+51.1% | $129,295-31.3% | $77,671+14.3% |
| Participation rate | 31.8% | 59.2%-27.4pp | 69.6%-37.8pp | 70.6%-38.8pp |
| Annual return | 14.02% | 24.73%-10.7pp | 9429.28%-9415.3pp | 31.21%-17.2pp |
| Employer contribution / active EE | $1,280 | $1,952-34.4% | $4,157-69.2% | $2,726-53.0% |
| Participant deferral / active EE | $2,721 | $3,212-15.3% | $4,169-34.7% | $4,648-41.5% |
| Admin fee / account holder | $245 | $589-58.5% | $7,665-96.8% | $430-43.1% |