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 ADVISOR5+ years Filed as: M GROUP INVESTMENT ADVISORS Service code 22 · EIN 45-3838296 | Insurance Broker | $35,640 |
Service code 13 · EIN 26-3465772 | Contract Administrator | $17,955 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,047 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,445 | $63,114+14.8% | $92,893-22.0% | $65,185+11.1% |
| Participation rate | 96.6% | 68.8%+27.8pp | 76.0%+20.5pp | 70.2%+26.4pp |
| Annual return | 20.44% | 28.75%-8.3pp | 109.41%-89.0pp | 29.38%-8.9pp |
| Employer contribution / active EE | $3,984 | $2,571+55.0% | $3,653+9.1% | $2,177+83.0% |
| Participant deferral / active EE | $3,713 | $3,108+19.5% | $4,236-12.3% | $3,514+5.7% |
| Admin fee / account holder | $469 | $624-24.8% | $5,794-91.9% | $847-44.6% |