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 28 · EIN 74-2055649 | Investment Management | $8,544 |
JULY BUSINESS SERVICES3+ years Service code 15 · EIN 74-2715820 | Recordkeeping | $537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,591 | $31,388-8.9% | $73,545-61.1% | $62,292-54.1% |
| Participation rate | 19.7% | 39.9%-20.2pp | 54.9%-35.3pp | 69.5%-49.9pp |
| Annual return | 17.87% | 25.34%-7.5pp | -15.16%+33.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $132 | $498-73.5% | $1,219-89.2% | $2,042-93.5% |
| Participant deferral / active EE | $552 | $1,028-46.4% | $1,806-69.5% | $3,169-82.6% |
| Admin fee / account holder | $289 | $299-3.5% | $2,320-87.5% | $479-39.7% |