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 NETWORK11+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $22,067 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,541 | $66,098-12.9% | $101,794-43.5% | $74,304-22.6% |
| Participation rate | 71.9% | 53.8%+18.2pp | 69.2%+2.7pp | 60.3%+11.6pp |
| Annual return | 16.20% | 19.59%-3.4pp | 30.53%-14.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,786 | $1,082+157.5% | $2,289+21.7% | $2,241+24.3% |
| Participant deferral / active EE | $5,053 | $2,781+81.7% | $4,084+23.7% | $3,767+34.1% |
| Admin fee / account holder | $118 | $4,146-97.1% | $8,777-98.7% | $2,969-96.0% |