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 27 · EIN 04-2675571 | Advisory (Plan) | $8,979 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,317 |
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 | $28,150 | $45,283-37.8% | $155,790-81.9% | $52,331-46.2% |
| Participation rate | 83.3% | 62.2%+21.1pp | 76.1%+7.2pp | 68.1%+15.2pp |
| Annual return | -0.35% | 1.80%-2.2pp | 71.54%-71.9pp | 4.54%-4.9pp |
| Employer contribution / active EE | $923 | $1,329-30.5% | $3,836-75.9% | $1,882-50.9% |
| Participant deferral / active EE | $1,820 | $2,854-36.3% | $4,797-62.1% | $3,022-39.8% |
| Admin fee / account holder | $82 | $981-91.6% | $7,478-98.9% | $592-86.1% |