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 NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,957 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,866 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $63,508 | $91,552-30.6% | $133,956-52.6% | $79,858-20.5% |
| Participation rate | 92.4% | 73.3%+19.0pp | 79.8%+12.6pp | 69.6%+22.8pp |
| Annual return | 13.24% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $341 | $2,384-85.7% | $3,919-91.3% | $2,471-86.2% |
| Participant deferral / active EE | $4,660 | $3,733+24.8% | $5,048-7.7% | $3,740+24.6% |
| Admin fee / account holder | $98 | $6,321-98.4% | $8,927-98.9% | $5,306-98.1% |