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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $514,337 |
Filed as: COMMONWEALTH FIN'L NETWORK Service code 16 · EIN 04-2675571 | Consulting | $56,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,444 | $81,719-33.4% | $101,248-46.2% | $90,288-39.7% |
| Participation rate | 94.5% | 80.7%+13.8pp | 75.8%+18.7pp | 73.4%+21.2pp |
| Annual return | 16.84% | 337.64%-320.8pp | 46.47%-29.6pp | 53.97%-37.1pp |
| Employer contribution / active EE | $1,404 | $3,622-61.2% | $3,660-61.6% | $2,524-44.4% |
| Participant deferral / active EE | $5,740 | $3,310+73.4% | $4,370+31.4% | $4,232+35.6% |
| Admin fee / account holder | $112 | $162-30.6% | $5,945-98.1% | $114-1.5% |