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.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $8,182 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,575 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,767 | $55,415-44.5% | $155,509-80.2% | $74,495-58.7% |
| Participation rate | 48.4% | 61.9%-13.5pp | 78.2%-29.8pp | 67.2%-18.8pp |
| Annual return | 0.00% | 268.50%-268.5pp | 64.67%-64.7pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $225 | $2,267-90.1% | $4,672-95.2% | $2,623-91.4% |
| Participant deferral / active EE | $1,573 | $2,836-44.5% | $5,626-72.0% | $4,346-63.8% |
| Admin fee / account holder | $52 | $1,738-97.0% | $15,912-99.7% | $1,942-97.3% |