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 3515 PELHAM ROAD, SUITE 100 · GREENVILLE, SC 29615 | Investment Management | $0 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,712 | $70,083-49.0% | $59,878-40.4% | $55,725-35.9% |
| Participation rate | 55.7% | 78.4%-22.7pp | 74.7%-19.0pp | 70.9%-15.2pp |
| Annual return | 8.53% | 3.13%+5.4pp | 3.46%+5.1pp | 244.93%-236.4pp |
| Employer contribution / active EE | $1,060 | $2,878-63.2% | $2,722-61.1% | $2,078-49.0% |
| Participant deferral / active EE | $1,259 | $3,079-59.1% | $3,402-63.0% | $3,356-62.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |