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 9-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, LLC1+ years Service code 14 · EIN 45-2098380 5352 PEACHTREE ROAD · ATLANTA, GA 303412450 | Plan Administrator | $661 |
NATIONWIDE1+ years Service code 33 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities brokerage; Distribution (1... | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $228 | $36,916-99.4% | $156,549-99.9% | $57,658-99.6% |
| Participation rate | 9.2% | 63.4%-54.2pp | 84.0%-74.8pp | 70.2%-61.0pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $22 | $1,926-98.8% | $4,871-99.5% | $3,061-99.3% |
| Admin fee / account holder | $16 | $82-80.8% | $13,027-99.9% | $95-83.3% |