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 NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $17,495 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,668 |
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 | $50,189 | $86,332-41.9% | $125,175-59.9% | $65,185-23.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 22.56% | 27.43%-4.9pp | 43.79%-21.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $661 | $2,040-67.6% | $3,865-82.9% | $2,177-69.6% |
| Participant deferral / active EE | $4,438 | $3,537+25.5% | $4,937-10.1% | $3,514+26.3% |
| Admin fee / account holder | $72 | $609-88.2% | $9,702-99.3% | $847-91.5% |