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 NETWORK1+ years Service code 55 · EIN 04-2675571 | Other Commissions | $43,502 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,431 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,231 | $33,745-28.2% | $64,105-62.2% | $55,191-56.1% |
| Participation rate | 79.8% | 59.4%+20.5pp | 68.2%+11.6pp | 69.2%+10.6pp |
| Annual return | -0.11% | 4.95%-5.1pp | 791.24%-791.3pp | 10.78%-10.9pp |
| Employer contribution / active EE | $268 | $641-58.2% | $1,820-85.3% | $1,899-85.9% |
| Participant deferral / active EE | $1,892 | $1,929-1.9% | $2,822-33.0% | $3,046-37.9% |
| Admin fee / account holder | $8 | $94-91.8% | $4,499-99.8% | $91-91.5% |