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 NETWORK8+ years Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $21,301 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,200 | $65,435-37.0% | $86,677-52.5% | $66,914-38.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -12.05% | -10.89%-1.2pp | 35.91%-48.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $3,960 | $2,153+83.9% | $2,836+39.6% | $2,544+55.6% |
| Participant deferral / active EE | $3,865 | $4,100-5.7% | $4,656-17.0% | $4,237-8.8% |
| Admin fee / account holder | $208 | $642-67.6% | $7,493-97.2% | $593-65.0% |