See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 75-3099290 | Other Fees | $26,046 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 49 · EIN 45-2098380 2524 HABERFIELD COURT NE · ATLANTA, GA 30319 | Other Services | $2,694 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,347 | $80,724-59.9% | $103,333-68.7% | $74,495-56.6% |
| Participation rate | 86.0% | 65.7%+20.3pp | 74.5%+11.4pp | 67.2%+18.8pp |
| Annual return | 12.08% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,073 | $3,157-66.0% | $3,868-72.3% | $2,623-59.1% |
| Participant deferral / active EE | $2,716 | $3,860-29.7% | $5,057-46.3% | $4,346-37.5% |
| Admin fee / account holder | $74 | $2,368-96.9% | $8,355-99.1% | $1,942-96.2% |