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.2+ years Service code 12 · EIN 13-1426617 PO BOX 609 · KRESGEVILLE, PA 183330609 | Claims processing; Recordkeeping and ... | $15,676 |
Filed as: MASS MUTUAL RETIREMENT SERVICES,LLC Service code 15 · EIN 26-1589907 500 BOYLSTON STREET · BOSTON, MA 02116 | Recordkeeping | $4,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,640 | $22,291+37.5% | $69,182-55.7% | $63,975-52.1% |
| Participation rate | 19.9% | 35.3%-15.4pp | 55.1%-35.2pp | 71.1%-51.2pp |
| Annual return | 31.82% | 9.30%+22.5pp | -21.93%+53.8pp | 48.65%-16.8pp |
| Employer contribution / active EE | $50 | $325-84.6% | $1,206-95.9% | $2,182-97.7% |
| Participant deferral / active EE | $454 | $808-43.8% | $1,897-76.1% | $3,356-86.5% |
| Admin fee / account holder | $45 | $73-38.2% | $2,697-98.3% | $70-36.0% |