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 4-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 NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,627 | $69,010+51.6% | $159,960-34.6% | $68,494+52.8% |
| Participation rate | 69.0% | 65.4%+3.6pp | 78.0%-9.0pp | 67.9%+1.1pp |
| Annual return | -16.95% | -9.65%-7.3pp | 408.60%-425.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,872 | $2,213+29.8% | $4,226-32.0% | $2,596+10.6% |
| Participant deferral / active EE | $4,898 | $4,212+16.3% | $6,182-20.8% | $4,027+21.6% |
| Admin fee / account holder | $185 | $4,798-96.1% | $8,698-97.9% | $5,403-96.6% |