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 NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $45,325 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,469 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,648 | $84,487+12.0% | $125,339-24.5% | $66,914+41.4% |
| Participation rate | 96.7% | 76.4%+20.3pp | 82.4%+14.4pp | 69.8%+26.9pp |
| Annual return | -16.41% | -8.39%-8.0pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,506 | $3,553-29.5% | $4,814-47.9% | $2,544-1.5% |
| Participant deferral / active EE | $8,911 | $6,781+31.4% | $7,446+19.7% | $4,237+110.3% |
| Admin fee / account holder | $371 | $685-45.8% | $10,010-96.3% | $593-37.5% |