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 ADVISOR6+ years Filed as: M GROUP INVESTMENT ADVISORS Service code 22 · EIN 45-3838296 | Insurance Broker | $36,992 |
Service code 13 · EIN 26-3465772 | Contract Administrator | $18,950 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $10,712 |
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 | $88,565 | $69,362+27.7% | $101,248-12.5% | $73,488+20.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 13.62% | 18.46%-4.8pp | 46.47%-32.9pp | 28.51%-14.9pp |
| Employer contribution / active EE | $4,154 | $2,628+58.0% | $3,660+13.5% | $2,270+83.0% |
| Participant deferral / active EE | $2,598 | $3,300-21.3% | $4,370-40.5% | $3,740-30.5% |
| Admin fee / account holder | $494 | $704-29.8% | $5,945-91.7% | $513-3.8% |