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 ADVISOR9+ years Filed as: M GROUP INVESTMENT ADVISORS Service code 26 · EIN 45-3838296 | Advisory (Participants) | $38,731 |
Service code 13 · EIN 26-3465772 | Contract Administrator | $21,354 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $11,585 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,195 | $76,670-3.2% | $96,683-23.3% | $71,457+3.8% |
| Participation rate | 98.3% | 66.6%+31.8pp | 74.3%+24.0pp | 67.9%+30.4pp |
| Annual return | 13.94% | 48.29%-34.3pp | 35.69%-21.8pp | 28.85%-14.9pp |
| Employer contribution / active EE | $4,389 | $3,031+44.8% | $3,737+17.4% | $2,588+69.6% |
| Participant deferral / active EE | $4,071 | $3,771+8.0% | $4,878-16.5% | $4,289-5.1% |
| Admin fee / account holder | $427 | $2,028-79.0% | $6,730-93.7% | $1,587-73.1% |