Filed May 28, 2025
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 27 · EIN 04-2675571 | Advisory (Plan) | $68,840 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,001 | $33,745+60.0% | $64,105-15.8% | $55,191-2.2% |
| Participation rate | 87.8% | 59.4%+28.4pp | 68.2%+19.6pp | 69.2%+18.6pp |
| Annual return | 0.07% | 4.95%-4.9pp | 791.24%-791.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $442 | $641-31.1% | $1,820-75.7% | $1,899-76.7% |
| Participant deferral / active EE | $2,694 | $1,929+39.6% | $2,822-4.5% | $3,046-11.6% |
| Admin fee / account holder | $103 | $94+9.0% | $4,499-97.7% | $91+13.2% |