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 |
|---|---|---|
SI GROUP CPCS1+ years Service code 12 · EIN 99-0242337 | Recordkeeping and information managem... | $4,952 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $864 |
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.
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 | $36,687 | $37,117-1.2% | $147,614-75.1% | $55,191-33.5% |
| Participation rate | 34.7% | 63.6%-28.9pp | 84.6%-49.9pp | 69.2%-34.5pp |
| Annual return | 0.59% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,074 | $1,985-45.9% | $4,895-78.1% | $3,046-64.8% |
| Admin fee / account holder | $37 | $86-56.7% | $11,611-99.7% | $91-59.2% |