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 NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,545 |
Filed as: REYNOLDS BONE & GRIESBECK PLC Service code 10 · EIN 62-0428728 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,163 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,754 | $65,390-20.9% | $169,368-69.4% | $71,457-27.6% |
| Participation rate | 90.5% | 67.0%+23.6pp | 77.1%+13.4pp | 67.9%+22.6pp |
| Annual return | 16.45% | 21.31%-4.9pp | 405.60%-389.2pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,938 | $2,079-6.8% | $4,013-51.7% | $2,588-25.1% |
| Participant deferral / active EE | $4,329 | $4,367-0.9% | $6,221-30.4% | $4,289+0.9% |
| Admin fee / account holder | $156 | $1,324-88.2% | $9,003-98.3% | $1,587-90.2% |