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 NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $29,516 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,780 | $79,171+15.9% | $102,423-10.4% | $74,495+23.2% |
| Participation rate | 65.4% | 74.8%-9.4pp | 76.5%-11.1pp | 67.2%-1.8pp |
| Annual return | 12.17% | 54.93%-42.8pp | 29.32%-17.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,187 | $2,362-7.4% | $3,023-27.7% | $2,623-16.6% |
| Participant deferral / active EE | $3,256 | $4,415-26.3% | $5,053-35.6% | $4,346-25.1% |
| Admin fee / account holder | $395 | $2,001-80.3% | $9,451-95.8% | $1,942-79.7% |