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 |
|---|---|---|
Filed as: COMMONWEALTH FINANCIAL NETWORK, INC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $6,352 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $5,307 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,282 | $65,376-21.6% | $87,100-41.1% | $65,185-21.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 3.46% | 31.27%-27.8pp | 28.19%-24.7pp | 29.38%-25.9pp |
| Employer contribution / active EE | $1,787 | $1,822-1.9% | $2,521-29.1% | $2,177-17.9% |
| Participant deferral / active EE | $3,086 | $3,388-8.9% | $4,049-23.8% | $3,514-12.2% |
| Admin fee / account holder | $91 | $520-82.4% | $7,497-98.8% | $847-89.2% |