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 NETWORK2+ years Service code 28 · EIN 74-2055649 | Investment Management | $8,717 |
JULY BUSINESS SERVICES2+ years Service code 15 · EIN 74-2715820 | Recordkeeping | $852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,464 | $25,723+2.9% | $69,182-61.7% | $55,167-52.0% |
| Participation rate | 19.5% | 39.4%-19.9pp | 55.1%-35.6pp | 69.0%-49.5pp |
| Annual return | 5.78% | 9.56%-3.8pp | -21.93%+27.7pp | 169.23%-163.4pp |
| Employer contribution / active EE | $145 | $480-69.8% | $1,206-88.0% | $1,963-92.6% |
| Participant deferral / active EE | $629 | $963-34.7% | $1,897-66.9% | $3,054-79.4% |
| Admin fee / account holder | $357 | $365-2.2% | $2,697-86.8% | $504-29.2% |