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 | $75,785 |
ATCHLEY & ASSOCIATES5+ years Service code 10 · EIN 74-2920819 | Accounting | $9,290 |
MY BENEFITS, LLC6+ years Filed as: PB&H BENEFITS Service code 13 · EIN 74-1130599 | Contract Administrator | $800 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $494 |
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 | $68,762 | $52,293+31.5% | $178,490-61.5% | $73,409-6.3% |
| Participation rate | 81.2% | 65.3%+15.9pp | 81.9%-0.7pp | 72.2%+9.1pp |
| Annual return | 12.74% | 34.75%-22.0pp | 151.07%-138.3pp | 59.29%-46.6pp |
| Employer contribution / active EE | $3,523 | $1,735+103.0% | $5,011-29.7% | $2,234+57.7% |
| Participant deferral / active EE | $2,972 | $2,332+27.4% | $5,202-42.9% | $3,805-21.9% |
| Admin fee / account holder | $281 | $127+120.9% | $13,984-98.0% | $158+78.2% |