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 |
|---|---|---|
Filed as: COMMONWEALTH FINANCIAL NETWORK INC Service code 99 · EIN 04-2675571 | Other Fees | $17,097 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,288 | $63,114-28.2% | $92,893-51.2% | $65,185-30.5% |
| Participation rate | 78.5% | 68.8%+9.7pp | 76.0%+2.5pp | 70.2%+8.3pp |
| Annual return | 21.59% | 28.75%-7.2pp | 109.41%-87.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $423 | $2,571-83.5% | $3,653-88.4% | $2,177-80.5% |
| Participant deferral / active EE | $2,815 | $3,108-9.4% | $4,236-33.5% | $3,514-19.9% |
| Admin fee / account holder | $27 | $624-95.6% | $5,794-99.5% | $847-96.8% |