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 NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,584 | $78,419+4.0% | $133,956-39.1% | $73,409+11.1% |
| Participation rate | 89.9% | 78.6%+11.3pp | 79.8%+10.1pp | 72.2%+17.8pp |
| Annual return | 13.29% | 33.35%-20.1pp | 45.09%-31.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,371 | $2,044-32.9% | $3,919-65.0% | $2,234-38.6% |
| Participant deferral / active EE | $3,865 | $3,925-1.5% | $5,048-23.4% | $3,805+1.6% |
| Admin fee / account holder | $171 | $161+6.3% | $8,927-98.1% | $158+8.6% |