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: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 | Contract Administrator | $22,009 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,125 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $7,050 |
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 | $35,403 | $55,472-36.2% | $155,567-77.2% | $74,546-52.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.45% | 268.72%-254.3pp | 64.74%-50.3pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $3,453 | $2,269+52.2% | $4,674-26.1% | $2,624+31.6% |
| Participant deferral / active EE | $5,331 | $2,838+87.9% | $5,628-5.3% | $4,347+22.6% |
| Admin fee / account holder | $128 | $1,743-92.6% | $15,916-99.2% | $1,944-93.4% |