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 NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $8,983 |
Filed as: REYNOLDS BONE & GRIESBECK PLC Service code 10 · EIN 62-0428728 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,889 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,790 | $59,159-26.0% | $159,960-72.6% | $66,914-34.6% |
| Participation rate | 88.0% | 68.1%+19.9pp | 78.0%+10.1pp | 69.8%+18.2pp |
| Annual return | -17.73% | -12.26%-5.5pp | 408.60%-426.3pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,780 | $1,983-10.2% | $4,226-57.9% | $2,544-30.0% |
| Participant deferral / active EE | $3,836 | $4,395-12.7% | $6,182-37.9% | $4,237-9.5% |
| Admin fee / account holder | $117 | $591-80.2% | $8,698-98.7% | $593-80.3% |