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 NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
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 | $59,246 | $80,753-26.6% | $136,294-56.5% | $62,292-4.9% |
| Participation rate | 78.3% | 73.5%+4.8pp | 81.9%-3.6pp | 69.5%+8.8pp |
| Annual return | 20.40% | 35.83%-15.4pp | 5155.94%-5135.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $978 | $2,884-66.1% | $4,695-79.2% | $2,042-52.1% |
| Participant deferral / active EE | $4,763 | $5,164-7.8% | $6,247-23.8% | $3,169+50.3% |
| Admin fee / account holder | $120 | $525-77.1% | $9,243-98.7% | $479-74.9% |