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 61 · EIN 04-2675571 | Finders' fees / placement fees | $0 |
ERISA SERVICES, INC.3 years Service code 15 · EIN 62-1200951 | Recordkeeping | $0 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,769 | $56,423+25.4% | $77,163-8.3% | $71,457-1.0% |
| Participation rate | 82.1% | 64.3%+17.8pp | 69.6%+12.5pp | 67.9%+14.2pp |
| Annual return | 18.88% | 19.05%-0.2pp | 37.87%-19.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,270 | $1,866+21.7% | $2,535-10.4% | $2,588-12.3% |
| Participant deferral / active EE | $4,226 | $3,142+34.5% | $3,833+10.3% | $4,289-1.5% |
| Admin fee / account holder | $209 | $1,429-85.4% | $5,472-96.2% | $1,587-86.9% |