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 NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $23,214 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,155 | $39,859+28.3% | $78,689-35.0% | $57,658-11.3% |
| Participation rate | 18.8% | 66.1%-47.3pp | 73.6%-54.8pp | 70.2%-51.5pp |
| Annual return | 10.08% | 18.96%-8.9pp | 62.18%-52.1pp | 5.13%+4.9pp |
| Employer contribution / active EE | $171 | $1,786-90.4% | $2,851-94.0% | $1,974-91.3% |
| Participant deferral / active EE | $704 | $2,248-68.7% | $3,517-80.0% | $3,061-77.0% |
| Admin fee / account holder | $209 | $76+173.7% | $4,510-95.4% | $95+120.6% |