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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $66,151 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $35,674 |
ATCHLEY & ASSOCIATES2+ years Service code 10 · EIN 74-2920819 | Accounting | $9,364 |
MY BENEFITS, LLC3+ years Filed as: PB&H BENEFITS Service code 13 · EIN 74-1130599 | Contract Administrator | $6,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,151 | $46,173+41.1% | $170,442-61.8% | $69,631-6.4% |
| Participation rate | 71.6% | 63.9%+7.7pp | 83.6%-12.0pp | 70.7%+0.9pp |
| Annual return | 14.38% | 21.62%-7.2pp | 205.93%-191.6pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $2,842 | $1,610+76.6% | $5,433-47.7% | $2,032+39.9% |
| Participant deferral / active EE | $2,286 | $2,080+9.9% | $4,939-53.7% | $3,224-29.1% |
| Admin fee / account holder | $304 | $116+162.6% | $13,880-97.8% | $110+175.7% |