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 3-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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $24,962 |
Filed as: MASS MUTUAL Service code 16 273 PONCE DE LEON AVE · SAN JUAN, PR 00917 | Consulting | $10,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,919 | $29,548-46.1% | $56,411-71.8% | $77,643-79.5% |
| Participation rate | 37.7% | 32.7%+5.0pp | 52.5%-14.7pp | 70.6%-32.8pp |
| Annual return | 12.57% | 19.01%-6.4pp | 1701.33%-1688.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $582 | $568+2.5% | $1,039-44.0% | $2,726-78.7% |
| Participant deferral / active EE | $1,014 | $1,061-4.4% | $1,952-48.1% | $4,647-78.2% |
| Admin fee / account holder | $141 | $1,046-86.5% | $2,829-95.0% | $430-67.2% |