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 NETWORK10+ years Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $24,192 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $12,618 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT, USA, LLC Service code 15 805 BROADWAY ST. · VANCOUVER, WA 98660 | Recordkeeping | $4,290 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,952 | $86,929-29.9% | $102,423-40.5% | $80,856-24.6% |
| Participation rate | 92.2% | 72.4%+19.8pp | 76.5%+15.7pp | 67.6%+24.6pp |
| Annual return | 14.30% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,372 | $2,369+42.3% | $3,023+11.5% | $2,755+22.4% |
| Participant deferral / active EE | $4,727 | $4,118+14.8% | $5,053-6.4% | $4,296+10.0% |
| Admin fee / account holder | $259 | $8,049-96.8% | $9,451-97.3% | $6,918-96.3% |