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 | $19,334 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $14,957 |
Service code 10 · EIN 38-1402622 | Accounting | $11,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,842 | $76,670+26.3% | $96,683+0.2% | $71,457+35.5% |
| Participation rate | 36.4% | 66.6%-30.2pp | 74.3%-37.9pp | 67.9%-31.5pp |
| Annual return | 13.62% | 48.29%-34.7pp | 35.69%-22.1pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,615 | $3,031-46.7% | $3,737-56.8% | $2,588-37.6% |
| Participant deferral / active EE | $3,345 | $3,771-11.3% | $4,878-31.4% | $4,289-22.0% |
| Admin fee / account holder | $380 | $2,028-81.3% | $6,730-94.4% | $1,587-76.1% |