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 | $79,581 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $42,869 |
ATCHLEY & ASSOCIATES4+ years Service code 10 · EIN 74-2920819 | Accounting | $9,316 |
MY BENEFITS, LLC5+ years Filed as: PB&H BENEFITS Service code 13 · EIN 74-1130599 | Contract Administrator | $8,414 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $62,713 | $62,928-0.3% | $172,739-63.7% | $67,579-7.2% |
| Participation rate | 77.8% | 64.5%+13.3pp | 82.6%-4.9pp | 71.3%+6.5pp |
| Annual return | 20.75% | 30.36%-9.6pp | 802.84%-782.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $2,963 | $1,636+81.1% | $5,143-42.4% | $2,148+38.0% |
| Participant deferral / active EE | $2,574 | $2,145+20.0% | $5,198-50.5% | $3,539-27.3% |
| Admin fee / account holder | $294 | $167+76.7% | $13,954-97.9% | $142+106.9% |