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 |
|---|---|---|
MGO ONE SEVEN LLC3 years Service code 27 · EIN 88-2000569 | Advisory (Plan) | $29,088 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,226 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,594 | $79,171+17.0% | $102,423-9.6% | $74,495+24.3% |
| Participation rate | 84.7% | 74.8%+9.9pp | 76.5%+8.2pp | 67.2%+17.5pp |
| Annual return | 16.33% | 54.93%-38.6pp | 29.32%-13.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,848 | $2,362-21.8% | $3,023-38.9% | $2,623-29.5% |
| Participant deferral / active EE | $3,626 | $4,415-17.9% | $5,053-28.2% | $4,346-16.6% |
| Admin fee / account holder | $385 | $2,001-80.8% | $9,451-95.9% | $1,942-80.2% |