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 NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $12,976 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,517 |
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 | $34,940 | $48,576-28.1% | $169,463-79.4% | $56,287-37.9% |
| Participation rate | 87.1% | 65.8%+21.3pp | 77.8%+9.3pp | 69.9%+17.3pp |
| Annual return | -6.00% | -2.51%-3.5pp | 1.83%-7.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,265 | $1,559-18.9% | $4,159-69.6% | $2,111-40.1% |
| Participant deferral / active EE | $2,648 | $3,275-19.1% | $5,277-49.8% | $3,350-20.9% |
| Admin fee / account holder | $104 | $435-76.1% | $9,109-98.9% | $521-80.1% |