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 |
|---|---|---|
Filed as: COMMONWEALTH FINANCIAL NETWO Service code 26 · EIN 04-2675571 | Advisory (Participants) | $18,876 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 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 | $19,755 | $46,173-57.2% | $170,442-88.4% | $69,631-71.6% |
| Participation rate | 43.0% | 63.9%-20.9pp | 83.6%-40.6pp | 70.7%-27.7pp |
| Annual return | 15.26% | 21.62%-6.4pp | 205.93%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $770 | $2,080-63.0% | $4,939-84.4% | $3,224-76.1% |
| Admin fee / account holder | $135 | $116+16.8% | $13,880-99.0% | $110+22.6% |