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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,148 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,667 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 13 · EIN 45-2098380 | Contract Administrator | $3,503 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,350 |
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 | $83,733 | $81,537+2.7% | $149,718-44.1% | $69,631+20.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 19.04% | 22.79%-3.8pp | 1501.63%-1482.6pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $6,837 | $3,239+111.1% | $5,445+25.6% | $2,032+236.4% |
| Participant deferral / active EE | $5,009 | $4,994+0.3% | $6,569-23.7% | $3,224+55.4% |
| Admin fee / account holder | $97 | $107-9.4% | $11,283-99.1% | $110-12.4% |