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 15 · EIN 01-0233346 | Recordkeeping | $1,020 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 26 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $0 |
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 | $34,871 | $51,466-32.2% | $78,778-55.7% | $62,292-44.0% |
| Participation rate | 73.7% | 59.8%+13.9pp | 69.2%+4.5pp | 69.5%+4.2pp |
| Annual return | 21.60% | 19.96%+1.6pp | 35.62%-14.0pp | 28.90%-7.3pp |
| Employer contribution / active EE | $758 | $827-8.4% | $1,986-61.8% | $2,042-62.9% |
| Participant deferral / active EE | $1,854 | $2,147-13.7% | $2,958-37.3% | $3,169-41.5% |
| Admin fee / account holder | $14 | $489-97.2% | $5,134-99.7% | $479-97.2% |