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) | $41,239 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,556 |
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 | $26,324 | $48,064-45.2% | $78,778-66.6% | $69,631-62.2% |
| Participation rate | 83.7% | 61.6%+22.2pp | 69.2%+14.5pp | 70.7%+13.0pp |
| Annual return | 14.98% | 21.81%-6.8pp | 35.62%-20.6pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $309 | $744-58.5% | $1,986-84.4% | $2,032-84.8% |
| Participant deferral / active EE | $2,380 | $2,079+14.5% | $2,958-19.6% | $3,224-26.2% |
| Admin fee / account holder | $34 | $152-77.7% | $5,134-99.3% | $110-69.3% |