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 |
|---|---|---|
MY BENEFITS, LLC5 years Filed as: PB&H BENEFITS LLC Service code 14 · EIN 74-1130599 401 W HWY 6 · WACO, TX 76710 | Plan Administrator | $3,550 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,463 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $205 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $20 |
Filed as: MML INVESTORS SERVICES, LLC Service code 26 · EIN 04-2746212 PO BOX 9500 · SPRINGFIELD, MA 01102 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,685 | $76,407-88.6% | $150,298-94.2% | $82,448-89.5% |
| Participation rate | 98.5% | 66.4%+32.1pp | 77.8%+20.8pp | 68.1%+30.5pp |
| Annual return | 10.32% | 39.99%-29.7pp | 62.79%-52.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $601 | $2,614-77.0% | $4,154-85.5% | $2,551-76.4% |
| Participant deferral / active EE | $1,130 | $3,214-64.8% | $5,453-79.3% | $4,139-72.7% |
| Admin fee / account holder | $30 | $6,352-99.5% | $14,116-99.8% | $7,234-99.6% |