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 NETWORK10+ years Service code 61 · EIN 04-2675571 | Finders' fees / placement fees | $0 |
ERISA SERVICES, INC.4 years Service code 15 · EIN 62-1200951 | Recordkeeping | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years 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 | $75,840 | $62,127+22.1% | $81,382-6.8% | $74,495+1.8% |
| Participation rate | 82.5% | 64.0%+18.4pp | 69.5%+13.0pp | 67.2%+15.3pp |
| Annual return | 13.39% | 16.48%-3.1pp | 24.73%-11.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,146 | $1,882+14.0% | $2,463-12.9% | $2,623-18.2% |
| Participant deferral / active EE | $4,100 | $3,229+27.0% | $3,883+5.6% | $4,346-5.7% |
| Admin fee / account holder | $237 | $1,934-87.8% | $5,768-95.9% | $1,942-87.8% |