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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.
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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 15 · EIN 01-0233346 | Recordkeeping | $26,772 |
MBG RETIREMENT2 years Filed as: MBG RETIREMENT, INC. Service code 26 · EIN 76-0392127 | Advisory (Participants) | $18,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,793 | $73,638-33.7% | $95,952-49.1% | $73,488-33.6% |
| Participation rate | 66.4% | 76.2%-9.7pp | 77.1%-10.6pp | 70.7%-4.2pp |
| Annual return | 16.99% | 16.78%+0.2pp | 91.61%-74.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,448 | $1,863-22.3% | $2,541-43.0% | $2,270-36.2% |
| Participant deferral / active EE | $2,236 | $3,617-38.2% | $4,167-46.3% | $3,740-40.2% |
| Admin fee / account holder | $376 | $482-22.0% | $6,795-94.5% | $513-26.7% |