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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,632 |
Filed as: COMMONWEALTH FINANCIAL Service code 27 · EIN 04-2675571 | Advisory (Plan) | $24,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,395 | $59,417-33.7% | $93,606-57.9% | $74,495-47.1% |
| Participation rate | 99.3% | 59.7%+39.7pp | 68.7%+30.6pp | 67.2%+32.1pp |
| Annual return | 21.60% | 81.83%-60.2pp | 133.20%-111.6pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $4,608 | $1,264+264.7% | $2,420+90.4% | $2,623+75.7% |
| Participant deferral / active EE | $3,570 | $3,050+17.0% | $4,411-19.1% | $4,346-17.9% |
| Admin fee / account holder | $235 | $3,021-92.2% | $8,285-97.2% | $1,942-87.9% |