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 INVESTMENT ADVISORS1 year Filed as: MGO CPA Service code 99 · EIN 33-3000333 | Other Fees | $38,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $16,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $125,524 | $91,407+37.3% | $135,903-7.6% | $71,457+75.7% |
| Participation rate | 29.9% | 75.7%-45.7pp | 81.9%-52.0pp | 67.9%-38.0pp |
| Annual return | 17.37% | 29.90%-12.5pp | 68.23%-50.9pp | 28.85%-11.5pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,122 | $7,092-41.9% | $7,758-46.9% | $4,289-3.9% |
| Admin fee / account holder | $134 | $1,266-89.4% | $10,762-98.8% | $1,587-91.5% |