See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 26 · EIN 74-2055649 | Advisory (Participants) | $8,694 |
JULY BUSINESS SERVICES6+ years Service code 15 · EIN 74-2715820 | Recordkeeping | $6,150 |
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 | $32,991 | $29,369+12.3% | $77,482-57.4% | $73,409-55.1% |
| Participation rate | 13.1% | 37.9%-24.8pp | 54.2%-41.1pp | 72.2%-59.1pp |
| Annual return | 12.81% | 358.15%-345.3pp | 54.79%-42.0pp | 59.29%-46.5pp |
| Employer contribution / active EE | $85 | $406-79.1% | $986-91.4% | $2,234-96.2% |
| Participant deferral / active EE | $387 | $941-58.9% | $1,861-79.2% | $3,805-89.8% |
| Admin fee / account holder | $353 | $123+188.0% | $2,858-87.6% | $158+123.9% |