See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,245 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 49 · EIN 81-3989034 | Other Services | $7,698 |
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 | $49,135 | $65,908-25.4% | $81,812-39.9% | $77,643-36.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 8.08% | 26.64%-18.6pp | 773.79%-765.7pp | 31.24%-23.2pp |
| Employer contribution / active EE | $3,755 | $2,370+58.4% | $2,912+28.9% | $2,726+37.8% |
| Participant deferral / active EE | $2,163 | $3,505-38.3% | $4,319-49.9% | $4,647-53.5% |
| Admin fee / account holder | $62 | $526-88.2% | $7,386-99.2% | $430-85.5% |