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 |
|---|---|---|
Filed as: COMMONWEALTH FINANCIAL Service code 17 · EIN 04-2675571 | Pension Consulting | $19,858 |
Service code 10 · EIN 38-1402622 | Accounting | $10,500 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $8,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,823 | $64,119+46.3% | $112,228-16.4% | $66,914+40.2% |
| Participation rate | 45.5% | 68.5%-23.0pp | 75.1%-29.5pp | 69.8%-24.3pp |
| Annual return | -14.85% | -13.81%-1.0pp | 27.45%-42.3pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,643 | $3,005-45.3% | $3,635-54.8% | $2,544-35.4% |
| Participant deferral / active EE | $3,613 | $3,693-2.2% | $4,728-23.6% | $4,237-14.7% |
| Admin fee / account holder | $358 | $625-42.8% | $6,410-94.4% | $593-39.7% |