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 NETWORK2+ years Service code 53 · EIN 04-2675571 | Insurance Commissions | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,365 | $46,732-35.0% | $156,549-80.6% | $55,167-45.0% |
| Participation rate | 40.5% | 65.8%-25.3pp | 84.0%-43.5pp | 69.0%-28.4pp |
| Annual return | 7.19% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $271 | $2,105-87.1% | $5,501-95.1% | $1,963-86.2% |
| Participant deferral / active EE | $1,619 | $2,204-26.6% | $4,871-66.8% | $3,054-47.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |