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 | $101,676 |
MBG RETIREMENT3 years Filed as: MBG RETIREMENT, INC. Service code 26 · EIN 76-0392127 | Advisory (Participants) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,922 | $56,095-30.6% | $178,490-78.2% | $90,288-56.9% |
| Participation rate | 68.4% | 65.6%+2.9pp | 81.9%-13.5pp | 73.4%-4.9pp |
| Annual return | 20.17% | 28.81%-8.6pp | 151.07%-130.9pp | 53.97%-33.8pp |
| Employer contribution / active EE | $886 | $1,572-43.7% | $5,011-82.3% | $2,524-64.9% |
| Participant deferral / active EE | $3,127 | $2,669+17.2% | $5,202-39.9% | $4,232-26.1% |
| Admin fee / account holder | $122 | $101+21.6% | $13,984-99.1% | $114+7.3% |