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 61 · EIN 04-2675571 | Finders' fees / placement fees | $0 |
ERISA SERVICES, INC.2 years Service code 15 · EIN 62-1200951 | Recordkeeping | $0 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,389 | $50,199+0.4% | $70,092-28.1% | $66,914-24.7% |
| Participation rate | 89.4% | 66.3%+23.0pp | 70.5%+18.9pp | 69.8%+19.6pp |
| Annual return | -19.27% | -13.85%-5.4pp | 190.73%-210.0pp | 1.58%-20.9pp |
| Employer contribution / active EE | $2,210 | $1,864+18.5% | $2,559-13.6% | $2,544-13.1% |
| Participant deferral / active EE | $4,286 | $3,112+37.7% | $3,849+11.4% | $4,237+1.2% |
| Admin fee / account holder | $176 | $600-70.7% | $6,267-97.2% | $593-70.4% |