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 NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $30,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,102 | $80,753-30.5% | $136,294-58.8% | $62,292-9.9% |
| Participation rate | 88.4% | 73.5%+14.9pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 27.44% | 35.83%-8.4pp | 5155.94%-5128.5pp | 28.90%-1.5pp |
| Employer contribution / active EE | $3,907 | $2,884+35.5% | $4,695-16.8% | $2,042+91.3% |
| Participant deferral / active EE | $7,273 | $5,164+40.8% | $6,247+16.4% | $3,169+129.5% |
| Admin fee / account holder | $116 | $525-77.8% | $9,243-98.7% | $479-75.7% |