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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,138 |
MBG RETIREMENT2+ years Filed as: MBG RETIREMENT, INC. Service code 26 · EIN 76-0392127 | Advisory (Participants) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,662 | $44,989-56.3% | $170,442-88.5% | $77,958-74.8% |
| Participation rate | 88.3% | 64.6%+23.7pp | 83.6%+4.7pp | 71.6%+16.6pp |
| Annual return | 18.37% | 19.61%-1.2pp | 205.93%-187.6pp | 20.87%-2.5pp |
| Employer contribution / active EE | $1 | $1,466-99.9% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,335 | $2,208+5.8% | $4,939-52.7% | $3,537-34.0% |
| Admin fee / account holder | $12 | $69-82.5% | $13,880-99.9% | $97-87.6% |