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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,357 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $10,371 |
Filed as: REYNOLDS BONE & GRIESBECK PLC Service code 16 · EIN 62-0428728 | Consulting | $8,500 |
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 | $45,179 | $56,972-20.7% | $182,532-75.2% | $65,185-30.7% |
| Participation rate | 86.8% | 66.5%+20.3pp | 78.0%+8.9pp | 70.2%+16.6pp |
| Annual return | 22.55% | 27.67%-5.1pp | 148.54%-126.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,295 | $1,615-19.8% | $4,076-68.2% | $2,177-40.5% |
| Participant deferral / active EE | $2,895 | $3,526-17.9% | $5,524-47.6% | $3,514-17.6% |
| Admin fee / account holder | $134 | $528-74.6% | $8,592-98.4% | $847-84.2% |