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 NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,250 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,388 | $66,302-21.0% | $110,238-52.5% | $56,287-6.9% |
| Participation rate | 56.3% | 74.9%-18.6pp | 79.8%-23.5pp | 69.9%-13.5pp |
| Annual return | -6.99% | -1.18%-5.8pp | 314.74%-321.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,523 | $2,047-25.6% | $3,826-60.2% | $2,111-27.9% |
| Participant deferral / active EE | $3,611 | $3,381+6.8% | $4,672-22.7% | $3,350+7.8% |
| Admin fee / account holder | $284 | $698-59.3% | $8,547-96.7% | $521-45.5% |