Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $71,852 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,776 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,983 | $65,946+51.6% | $81,783+22.3% | $77,671+28.7% |
| Participation rate | 91.5% | 65.8%+25.7pp | 72.4%+19.1pp | 70.6%+20.9pp |
| Annual return | 16.73% | 26.65%-9.9pp | 775.05%-758.3pp | 31.21%-14.5pp |
| Employer contribution / active EE | $1,683 | $2,371-29.0% | $2,913-42.2% | $2,726-38.3% |
| Participant deferral / active EE | $9,040 | $3,507+157.8% | $4,320+109.2% | $4,648+94.5% |
| Admin fee / account holder | $119 | $527-77.3% | $7,380-98.4% | $430-72.3% |