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 NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $46,667 |
Service code 10 · EIN 46-1498870 | Accounting | $16,132 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,394 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,451 | $155,795-41.9% | $136,294-33.6% | $69,631+29.9% |
| Participation rate | 87.3% | 75.2%+12.0pp | 81.9%+5.4pp | 70.7%+16.6pp |
| Annual return | 21.36% | 232464.33%-232443.0pp | 5155.94%-5134.6pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $2,001 | $2,991-33.1% | $4,695-57.4% | $2,032-1.5% |
| Participant deferral / active EE | $6,005 | $5,394+11.3% | $6,247-3.9% | $3,224+86.3% |
| Admin fee / account holder | $217 | $128+69.1% | $9,243-97.7% | $110+96.3% |