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 |
|---|---|---|
MBM ADVISORS, INC.1+ years Service code 15 · EIN 74-2009441 | Recordkeeping | $9,836 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,370 | $70,667+1.0% | $123,104-42.0% | $52,331+36.4% |
| Participation rate | 90.9% | 83.7%+7.2pp | 86.8%+4.1pp | 68.1%+22.8pp |
| Annual return | -0.92% | 6.23%-7.1pp | 13.22%-14.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,414 | $2,946-18.1% | $5,151-53.1% | $1,882+28.3% |
| Participant deferral / active EE | $6,060 | $4,493+34.9% | $6,230-2.7% | $3,022+100.5% |
| Admin fee / account holder | $75 | $506-85.2% | $9,015-99.2% | $592-87.3% |