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 4-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 |
|---|---|---|
MBG RETIREMENT4+ years Filed as: MBG RETIREMENT INC Service code 15 · EIN 76-0392127 | Recordkeeping | $22,673 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,874 |
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 | $52,967 | $119,446-55.7% | $150,045-64.7% | $85,563-38.1% |
| Participation rate | 61.5% | 75.4%-13.9pp | 82.3%-20.8pp | 66.0%-4.5pp |
| Annual return | 20.67% | 23.72%-3.1pp | 62.55%-41.9pp | 31.51%-10.8pp |
| Employer contribution / active EE | $1,207 | $4,078-70.4% | $4,693-74.3% | $2,654-54.5% |
| Participant deferral / active EE | $3,670 | $7,985-54.0% | $7,997-54.1% | $4,375-16.1% |
| Admin fee / account holder | $155 | $548-71.7% | $13,435-98.8% | $834-81.4% |