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 NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,299 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,166 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,126 | $86,655-45.6% | $119,609-60.6% | $66,914-29.6% |
| Participation rate | 92.2% | 75.6%+16.6pp | 79.3%+12.9pp | 69.8%+22.4pp |
| Annual return | -15.23% | -8.00%-7.2pp | -14.97%-0.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $739 | $2,536-70.8% | $4,232-82.5% | $2,544-70.9% |
| Participant deferral / active EE | $5,394 | $4,358+23.8% | $5,602-3.7% | $4,237+27.3% |
| Admin fee / account holder | $76 | $755-89.9% | $10,323-99.3% | $593-87.2% |