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 |
|---|---|---|
MBG RETIREMENT2 years Service code 26 · EIN 76-0392127 11700 KATY FREEWAY · HOUSTON, TX 77079 | Advisory (Participants) | $13,406 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $1,411 |
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 | $33,157 | $48,576-31.7% | $169,463-80.4% | $56,287-41.1% |
| Participation rate | 71.8% | 65.8%+6.0pp | 77.8%-6.0pp | 69.9%+1.9pp |
| Annual return | -4.94% | -2.51%-2.4pp | 1.83%-6.8pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,316 | $1,559-15.6% | $4,159-68.4% | $2,111-37.7% |
| Participant deferral / active EE | $2,221 | $3,275-32.2% | $5,277-57.9% | $3,350-33.7% |
| Admin fee / account holder | $138 | $435-68.3% | $9,109-98.5% | $521-73.5% |