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 NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $17,242 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $5,416 |
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 | $70,035 | $62,267+12.5% | $110,238-36.5% | $55,725+25.7% |
| Participation rate | 88.1% | 78.1%+10.0pp | 79.8%+8.3pp | 70.9%+17.2pp |
| Annual return | -5.28% | -1.07%-4.2pp | 314.74%-320.0pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,019 | $1,941-47.5% | $3,826-73.4% | $2,078-51.0% |
| Participant deferral / active EE | $3,168 | $3,516-9.9% | $4,672-32.2% | $3,356-5.6% |
| Admin fee / account holder | $208 | $121+72.2% | $8,547-97.6% | $115+80.8% |