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 |
|---|---|---|
EMPLOYEE BENEFIT SYSTEMS, INC.1+ years Service code 12 · EIN 13-1426617 PO BOX 609 · KRESGEVILLE, PA 183330609 | Consulting (pension); Recordkeeping a... | $27,700 |
Filed as: MASS MUTUAL RETIREMENT SERVICES,LLC Service code 15 · EIN 26-1589907 500 BOYLSTON STREET · BOSTON, MA 02116 | Recordkeeping | $6,593 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,557 | $21,965-1.9% | $59,496-63.8% | $59,188-63.6% |
| Participation rate | 18.4% | 32.6%-14.2pp | 54.6%-36.2pp | 69.4%-51.1pp |
| Annual return | -1.97% | 22.15%-24.1pp | 182.05%-184.0pp | 5.51%-7.5pp |
| Employer contribution / active EE | $37 | $316-88.3% | $1,153-96.8% | $2,098-98.2% |
| Participant deferral / active EE | $393 | $732-46.2% | $1,829-78.5% | $3,265-87.9% |
| Admin fee / account holder | $65 | $74-12.2% | $2,232-97.1% | $92-29.2% |