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 NETWORK6+ years Service code 16 · EIN 04-2675571 | Consulting | $11,573 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,619 |
Filed as: REYNOLDS BONE & GRIESBECK PLC Service code 10 · EIN 62-0428728 | Accounting | $5,566 |
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 | $52,804 | $62,132-15.0% | $185,823-71.6% | $73,488-28.1% |
| Participation rate | 89.5% | 67.8%+21.7pp | 78.0%+11.5pp | 70.7%+18.8pp |
| Annual return | 15.33% | 20.44%-5.1pp | 35.95%-20.6pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,515 | $1,681-9.9% | $4,087-62.9% | $2,270-33.3% |
| Participant deferral / active EE | $3,391 | $3,711-8.6% | $5,632-39.8% | $3,740-9.3% |
| Admin fee / account holder | $132 | $419-68.4% | $9,500-98.6% | $513-74.2% |