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 6-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 |
|---|---|---|
Service code 28 · EIN 04-2675571 | Investment Management | $52,988 |
MLF CONSULTING GROUP INC1 year Filed as: MLF CONSULTING GROUP, INC. Service code 17 · EIN 04-3629856 | Pension Consulting | $32,000 |
Service code 28 88 FROEHLICH FARM BOULEVARD · WOODBURY, NY 11797 | Investment Management | $9,308 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,428 | $89,355-10.0% | $141,162-43.0% | $72,985+10.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.66% | 111.85%-99.2pp | 71.39%-58.7pp | 81.00%-68.3pp |
| Employer contribution / active EE | $3,254 | $3,114+4.5% | $4,735-31.3% | $2,440+33.4% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,226 | $5,958-79.4% | $10,261-88.0% | $5,124-76.1% |