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 |
|---|---|---|
M GROUP INVESTMENT ADVISOR4+ years Filed as: M GROUP INVESTMENT ADVISORS Service code 99 · EIN 45-3838296 | Other Fees | $20,987 |
Service code 13 · EIN 26-3465772 | Contract Administrator | $16,618 |
MORNINGSTAR4+ years Service code 27 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,608 | $55,449-10.5% | $83,848-40.8% | $56,287-11.9% |
| Participation rate | 86.6% | 68.0%+18.6pp | 76.1%+10.5pp | 69.9%+16.8pp |
| Annual return | -6.09% | -1.38%-4.7pp | 850.88%-857.0pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,153 | $2,430+29.8% | $3,631-13.1% | $2,111+49.4% |
| Participant deferral / active EE | $2,783 | $2,935-5.2% | $4,082-31.8% | $3,350-16.9% |
| Admin fee / account holder | $69 | $656-89.5% | $5,478-98.7% | $521-86.8% |