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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $14,636 |
Filed as: MASS MUTUAL RETIREMENT SVCS. Service code 15 · EIN 26-1589907 | Recordkeeping | $2,493 |
Filed as: VOYA RETIREMENT INS & ANN CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $450 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,377 | $62,928-37.4% | $172,739-77.2% | $67,579-41.7% |
| Participation rate | 28.4% | 64.5%-36.0pp | 82.6%-54.2pp | 71.3%-42.9pp |
| Annual return | 30.53% | 30.36%+0.2pp | 802.84%-772.3pp | 378.56%-348.0pp |
| Employer contribution / active EE | $204 | $1,636-87.5% | $5,143-96.0% | $2,148-90.5% |
| Participant deferral / active EE | $1,274 | $2,145-40.6% | $5,198-75.5% | $3,539-64.0% |
| Admin fee / account holder | $163 | $167-2.3% | $13,954-98.8% | $142+14.5% |