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) | $11,452 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,264 |
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 | $34,526 | $52,639-34.4% | $185,117-81.3% | $62,292-44.6% |
| Participation rate | 86.3% | 63.9%+22.4pp | 77.3%+9.0pp | 69.5%+16.8pp |
| Annual return | 17.75% | 19.57%-1.8pp | 40.50%-22.8pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,050 | $1,483-29.2% | $4,182-74.9% | $2,042-48.6% |
| Participant deferral / active EE | $2,096 | $3,097-32.3% | $5,045-58.5% | $3,169-33.9% |
| Admin fee / account holder | $86 | $374-77.0% | $8,159-98.9% | $479-82.0% |