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 NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,696 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,799 |
THE RETIREMENT ADVANTAGE INC3 years Service code 49 · EIN 39-1816008 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $53,325 | $65,376-18.4% | $87,100-38.8% | $65,185-18.2% |
| Participation rate | 94.1% | 75.3%+18.8pp | 76.9%+17.2pp | 70.2%+23.9pp |
| Annual return | 20.52% | 31.27%-10.8pp | 28.19%-7.7pp | 29.38%-8.9pp |
| Employer contribution / active EE | $4,219 | $1,822+131.5% | $2,521+67.3% | $2,177+93.8% |
| Participant deferral / active EE | $4,559 | $3,388+34.5% | $4,049+12.6% | $3,514+29.7% |
| Admin fee / account holder | $103 | $520-80.3% | $7,497-98.6% | $847-87.9% |