See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $157,846 |
Filed as: COMMONWEALTH FINANCIAL NETWORK INC Service code 99 · EIN 04-2675571 | Other Fees | $75,787 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,100 | $66,601-11.3% | $92,893-36.4% | $67,579-12.5% |
| Participation rate | 97.6% | 72.5%+25.1pp | 76.0%+21.6pp | 71.3%+26.3pp |
| Annual return | 21.56% | 92.58%-71.0pp | 109.41%-87.9pp | 378.56%-357.0pp |
| Employer contribution / active EE | $4,450 | $2,775+60.3% | $3,653+21.8% | $2,148+107.2% |
| Participant deferral / active EE | $4,122 | $3,157+30.6% | $4,236-2.7% | $3,539+16.5% |
| Admin fee / account holder | $207 | $199+4.2% | $5,794-96.4% | $142+45.7% |