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 ADVISOR10+ years Filed as: M GROUP INVESTMENT ADVISORS Service code 26 · EIN 45-3838296 | Advisory (Participants) | $45,285 |
Service code 13 · EIN 26-3465772 PO BOX 636 · SNOHOMISH, WA 982910636 | Contract Administrator | $26,885 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $15,297 |
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 | $79,051 | $80,724-2.1% | $103,333-23.5% | $74,495+6.1% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 10.67% | 27.56%-16.9pp | 24.88%-14.2pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $3,437 | $3,157+8.9% | $3,868-11.1% | $2,623+31.0% |
| Participant deferral / active EE | $3,987 | $3,860+3.3% | $5,057-21.2% | $4,346-8.3% |
| Admin fee / account holder | $479 | $2,368-79.8% | $8,355-94.3% | $1,942-75.4% |