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 NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $17,546 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,300 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,595 | $76,552-24.8% | $123,892-53.5% | $62,891-8.4% |
| Participation rate | 80.6% | 73.0%+7.7pp | 81.4%-0.8pp | 69.3%+11.3pp |
| Annual return | 5.49% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,056 | $2,883-63.4% | $4,617-77.1% | $2,281-53.7% |
| Participant deferral / active EE | $5,035 | $4,840+4.0% | $5,984-15.9% | $3,203+57.2% |
| Admin fee / account holder | $168 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |