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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $975 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 13 PO BOX 745680 · ATLANTA, GA 30374 | Contract Administrator | $325 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,172 | $136,307-76.4% | $177,821-81.9% | $73,488-56.2% |
| Participation rate | 96.4% | 86.1%+10.2pp | 87.7%+8.6pp | 70.7%+25.7pp |
| Annual return | 22.16% | 18.68%+3.5pp | 48.32%-26.2pp | 28.51%-6.4pp |
| Employer contribution / active EE | $2,315 | $3,712-37.6% | $5,918-60.9% | $2,270+2.0% |
| Participant deferral / active EE | $3,260 | $5,829-44.1% | $7,714-57.7% | $3,740-12.8% |
| Admin fee / account holder | $8 | $596-98.7% | $12,427-99.9% | $513-98.4% |