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 |
|---|---|---|
Filed as: COMMONWEALTH FINANCIAL Service code 17 · EIN 04-2865307 | Pension Consulting | $32,881 |
WIPFLI LLP5 years Service code 10 · EIN 39-0758449 | Accounting | $13,750 |
MINNESOTA LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,122 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,491 | $84,487-27.2% | $125,339-50.9% | $66,914-8.1% |
| Participation rate | 98.8% | 76.4%+22.4pp | 82.4%+16.4pp | 69.8%+29.0pp |
| Annual return | -16.76% | -8.39%-8.4pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $963 | $3,553-72.9% | $4,814-80.0% | $2,544-62.1% |
| Participant deferral / active EE | $4,313 | $6,781-36.4% | $7,446-42.1% | $4,237+1.8% |
| Admin fee / account holder | $237 | $685-65.4% | $10,010-97.6% | $593-60.1% |