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 NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $21,206 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,369 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,849 | $99,985-33.1% | $146,665-54.4% | $85,850-22.1% |
| Participation rate | 92.7% | 73.1%+19.7pp | 80.1%+12.6pp | 69.3%+23.4pp |
| Annual return | 14.80% | 18.93%-4.1pp | 22.74%-7.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,757 | $4,006+18.8% | $5,506-13.6% | $3,952+20.4% |
| Admin fee / account holder | $90 | $7,702-98.8% | $10,280-99.1% | $6,260-98.6% |