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 | $65,246-11.8% | $98,716-41.7% | $67,986-15.4% |
| Participation rate | 71.9% | 51.4%+20.5pp | 69.3%+2.6pp | 57.2%+14.7pp |
| Annual return | 16.20% | 20.58%-4.4pp | 31.81%-15.6pp | 31.67%-15.5pp |
| Employer contribution / active EE | $2,786 | $1,042+167.3% | $2,279+22.3% | $2,019+38.0% |
| Participant deferral / active EE | $5,053 | $2,594+94.8% | $4,048+24.8% | $3,358+50.5% |
| Admin fee / account holder | $118 | $4,561-97.4% | $8,703-98.6% | $3,203-96.3% |