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 NETWORK3+ years Service code 53 · EIN 04-2675571 | Insurance Commissions | $7,828 |
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 | $37,955 | $55,453-31.6% | $170,442-77.7% | $62,292-39.1% |
| Participation rate | 39.3% | 66.4%-27.1pp | 83.6%-44.3pp | 69.5%-30.2pp |
| Annual return | 18.38% | 21.38%-3.0pp | 205.93%-187.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $282 | $2,164-86.9% | $5,433-94.8% | $2,042-86.2% |
| Participant deferral / active EE | $1,623 | $2,303-29.5% | $4,939-67.1% | $3,169-48.8% |
| Admin fee / account holder | $36 | $455-92.1% | $13,880-99.7% | $479-92.5% |