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 6-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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $15,886 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $636 |
Filed as: JOHN HANCOCK LIFE INSURANCE C Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,373 | $56,485-65.7% | $185,823-89.6% | $86,799-77.7% |
| Participation rate | 47.6% | 65.5%-17.9pp | 81.7%-34.1pp | 72.3%-24.7pp |
| Annual return | 17.16% | 118.04%-100.9pp | 122.05%-104.9pp | 97.91%-80.7pp |
| Employer contribution / active EE | $673 | $1,843-63.5% | $5,167-87.0% | $2,405-72.0% |
| Participant deferral / active EE | $1,875 | $2,553-26.6% | $5,568-66.3% | $4,131-54.6% |
| Admin fee / account holder | $221 | $150+47.6% | $16,237-98.6% | $170+30.2% |