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 NETWORK9+ years Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $21,770 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,676 |
Filed as: RETIREMENT PLAN ALLIANCE Service code 15 PO BOX 44012 · RACINE, WI 53404 | Recordkeeping | $5,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,194 | $76,050-40.6% | $96,544-53.2% | $71,457-36.8% |
| Participation rate | 90.2% | 74.4%+15.8pp | 76.0%+14.2pp | 67.9%+22.3pp |
| Annual return | 17.53% | 22.81%-5.3pp | 25.84%-8.3pp | 28.85%-11.3pp |
| Employer contribution / active EE | $3,704 | $2,244+65.0% | $2,965+24.9% | $2,588+43.1% |
| Participant deferral / active EE | $3,177 | $4,215-24.6% | $4,851-34.5% | $4,289-25.9% |
| Admin fee / account holder | $214 | $2,707-92.1% | $8,252-97.4% | $1,587-86.5% |