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 |
|---|---|---|
MAGII PENSION SERVICES LLC2 years Filed as: MAGII PENSIONSERVICES LLC Service code 13 490 WHEELER RD STE 265 · HAUPPAUGE, NY 117884365 | Contract Administrator | $43,885 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,701 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,485 | $41,078+59.4% | $80,569-18.7% | $71,457-8.4% |
| Participation rate | 64.4% | 50.2%+14.1pp | 67.0%-2.6pp | 67.9%-3.6pp |
| Annual return | 14.32% | 38.45%-24.1pp | 935.43%-921.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $2,581 | $1,506+71.4% | $2,723-5.2% | $2,588-0.2% |
| Participant deferral / active EE | $2,186 | $2,699-19.0% | $4,447-50.8% | $4,289-49.0% |
| Admin fee / account holder | $363 | $1,840-80.3% | $5,377-93.2% | $1,587-77.1% |