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 NETWORK3+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $22,390 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $75,871 | $71,666+5.9% | $117,854-35.6% | $69,631+9.0% |
| Participation rate | 84.3% | 77.5%+6.7pp | 79.7%+4.6pp | 70.7%+13.6pp |
| Annual return | 16.72% | 18.86%-2.1pp | 335.08%-318.4pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,028 | $1,889-45.6% | $3,786-72.8% | $2,032-49.4% |
| Participant deferral / active EE | $2,948 | $3,340-11.7% | $4,482-34.2% | $3,224-8.6% |
| Admin fee / account holder | $178 | $120+48.1% | $8,020-97.8% | $110+61.4% |