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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,452 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,692 | $64,909+53.6% | $82,313+21.1% | $62,292+60.0% |
| Participation rate | 77.8% | 74.9%+2.9pp | 76.9%+0.9pp | 69.5%+8.3pp |
| Annual return | 15.77% | 21.18%-5.4pp | 25.88%-10.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,838 | $1,676+9.7% | $2,428-24.3% | $2,042-10.0% |
| Participant deferral / active EE | $3,296 | $3,103+6.2% | $3,706-11.1% | $3,169+4.0% |
| Admin fee / account holder | $380 | $440-13.5% | $5,608-93.2% | $479-20.6% |