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 RETIREMENT1 year Filed as: MBG RETIREMENT, INC. Service code 27 5151 SAN FILIPE · HOUSTON, TX 77056 | Advisory (Plan) | $47,402 |
BOKF, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $25,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,182 | $60,545-10.5% | $92,233-41.3% | $69,631-22.2% |
| Participation rate | 33.7% | 72.2%-38.4pp | 76.5%-42.8pp | 70.7%-37.0pp |
| Annual return | 14.83% | 19.71%-4.9pp | 176.28%-161.4pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $674 | $2,633-74.4% | $3,679-81.7% | $2,032-66.8% |
| Participant deferral / active EE | $2,098 | $2,828-25.8% | $3,897-46.2% | $3,224-34.9% |
| Admin fee / account holder | $186 | $145+28.3% | $5,194-96.4% | $110+68.1% |