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 LLC3 years Filed as: MAGII PENSIONSERVICES LLC Service code 13 490 WHEELER RD STE 265 · HAUPPAUGE, NY 117884365 | Contract Administrator | $54,245 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $17,548 |
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.)
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 | $78,041 | $44,960+73.6% | $84,966-8.2% | $74,495+4.8% |
| Participation rate | 63.8% | 49.4%+14.4pp | 67.5%-3.7pp | 67.2%-3.4pp |
| Annual return | 11.37% | 26.24%-14.9pp | 66.38%-55.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $3,279 | $1,457+125.0% | $2,727+20.2% | $2,623+25.0% |
| Participant deferral / active EE | $2,902 | $2,731+6.3% | $4,519-35.8% | $4,346-33.2% |
| Admin fee / account holder | $425 | $2,209-80.8% | $6,149-93.1% | $1,942-78.1% |