Filed May 28, 2025
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 27 · EIN 04-2675571 | Advisory (Plan) | $83,229 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,632 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,765 | $54,193-4.5% | $93,654-44.7% | $77,671-33.4% |
| Participation rate | 90.0% | 63.9%+26.0pp | 68.7%+21.3pp | 70.6%+19.4pp |
| Annual return | 23.10% | 30.54%-7.4pp | 133.34%-110.2pp | 31.21%-8.1pp |
| Employer contribution / active EE | $464 | $1,168-60.2% | $2,421-80.8% | $2,726-83.0% |
| Participant deferral / active EE | $3,965 | $3,144+26.1% | $4,413-10.1% | $4,648-14.7% |
| Admin fee / account holder | $59 | $576-89.7% | $8,282-99.3% | $430-86.2% |