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 55 · EIN 04-2675571 | Other Commissions | $1,640 |
Service code 37 · EIN 04-2647786 | Loan Processing | $344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,302 | $57,108-45.2% | $94,224-66.8% | $52,331-40.2% |
| Participation rate | 28.5% | 72.9%-44.5pp | 78.8%-50.3pp | 68.1%-39.6pp |
| Annual return | 0.65% | 1.47%-0.8pp | 10.68%-10.0pp | 4.54%-3.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,543 | $3,040-49.3% | $4,320-64.3% | $3,022-49.0% |
| Admin fee / account holder | $7 | $546-98.7% | $6,269-99.9% | $592-98.8% |