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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $49,048 |
COMMONWEALTH FINANCIAL NETWORK3+ years Filed as: COMMONWEALTH EQUITY SERVICES, LLP Service code 27 · EIN 01-0110890 | Advisory (Plan) | $26,248 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,879 | $75,284-55.0% | $91,001-62.8% | $69,631-51.3% |
| Participation rate | 71.1% | 80.4%-9.3pp | 75.6%-4.5pp | 70.7%+0.4pp |
| Annual return | 16.31% | 48.40%-32.1pp | 4.60%+11.7pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,371 | $3,700-62.9% | $3,547-61.3% | $3,224-57.5% |
| Admin fee / account holder | $247 | $111+123.3% | $5,417-95.4% | $110+123.5% |