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 NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,075 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,651 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,549 | $66,302-43.4% | $110,238-65.9% | $56,287-33.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -7.80% | -1.18%-6.6pp | 314.74%-322.5pp | -9.96%+2.2pp |
| Employer contribution / active EE | $640 | $2,047-68.7% | $3,826-83.3% | $2,111-69.7% |
| Participant deferral / active EE | $3,906 | $3,381+15.5% | $4,672-16.4% | $3,350+16.6% |
| Admin fee / account holder | $77 | $698-89.0% | $8,547-99.1% | $521-85.2% |