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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,685 | $80,717-89.2% | $154,803-94.4% | $84,808-89.8% |
| Participation rate | 98.5% | 66.8%+31.7pp | 78.1%+20.5pp | 68.3%+30.2pp |
| Annual return | 10.29% | 37.96%-27.7pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $601 | $2,761-78.2% | $4,305-86.0% | $2,631-77.1% |
| Participant deferral / active EE | $1,130 | $3,303-65.8% | $5,540-79.6% | $4,212-73.2% |
| Admin fee / account holder | $30 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |