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 99 · EIN 04-2675571 | Other Fees | $36,093 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 99 · EIN 35-2552359 | Other Fees | $31,938 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Other Services | $8,486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,877 | $88,890-29.3% | $102,423-38.6% | $77,643-19.0% |
| Participation rate | 60.5% | 80.9%-20.4pp | 76.5%-16.0pp | 70.6%-10.1pp |
| Annual return | 13.27% | 24.98%-11.7pp | 29.32%-16.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,898 | $2,698-29.6% | $3,023-37.2% | $2,726-30.4% |
| Participant deferral / active EE | $3,913 | $5,145-24.0% | $5,053-22.6% | $4,647-15.8% |
| Admin fee / account holder | $65 | $235-72.4% | $9,451-99.3% | $430-84.9% |