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 LLC1 year Service code 27 · EIN 88-2000569 | Advisory (Plan) | $42,430 |
ROSS SINCLAIRE & ASSOCIATES3 years Service code 27 · EIN 20-2461737 | Advisory (Plan) | $15,381 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,222 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,271 |
Service code 16 · EIN 27-4643512 | Consulting | $5,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,712 | $56,503-3.2% | $70,092-21.9% | $64,808-15.6% |
| Participation rate | 43.8% | 70.5%-26.7pp | 70.5%-26.7pp | 71.5%-27.7pp |
| Annual return | -6.07% | -13.44%+7.4pp | 190.73%-196.8pp | 32.82%-38.9pp |
| Employer contribution / active EE | $720 | $2,046-64.8% | $2,559-71.9% | $2,506-71.3% |
| Participant deferral / active EE | $2,345 | $3,389-30.8% | $3,849-39.1% | $4,310-45.6% |
| Admin fee / account holder | $154 | $160-4.2% | $6,267-97.5% | $188-18.2% |