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 |
|---|---|---|
Service code 10 · EIN 20-1734977 1250 BAYHIL DRIVE SUITE 100 · SAN BRUNO, CA 94066 | Accounting | $0 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 06144 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,904 | $54,390-2.7% | $117,039-54.8% | $69,631-24.0% |
| Participation rate | 69.6% | 58.5%+11.1pp | 77.2%-7.6pp | 70.7%-1.1pp |
| Annual return | 13.18% | 18.33%-5.1pp | 18.95%-5.8pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $1,275 | $1,357-6.0% | $3,785-66.3% | $2,032-37.3% |
| Participant deferral / active EE | $2,063 | $2,076-0.6% | $3,929-47.5% | $3,224-36.0% |
| Admin fee / account holder | $4 | $98-95.7% | $5,974-99.9% | $110-96.2% |