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 LLC2 years Service code 27 · EIN 88-2000569 | Advisory (Plan) | $50,157 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,399 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,396 |
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 | $56,551 | $73,034-22.6% | $77,163-26.7% | $80,160-29.5% |
| Participation rate | 42.7% | 78.1%-35.4pp | 69.6%-26.9pp | 72.9%-30.3pp |
| Annual return | 17.48% | 18.56%-1.1pp | 37.87%-20.4pp | 40.38%-22.9pp |
| Employer contribution / active EE | $611 | $2,779-78.0% | $2,535-75.9% | $2,978-79.5% |
| Participant deferral / active EE | $2,343 | $4,140-43.4% | $3,833-38.9% | $5,017-53.3% |
| Admin fee / account holder | $117 | $104+12.8% | $5,472-97.9% | $145-19.3% |