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 · EIN 76-0392127 | Advisory (Plan) | $12,499 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,467 | $99,957-59.5% | $149,696-73.0% | $73,488-44.9% |
| Participation rate | 56.0% | 75.7%-19.7pp | 82.5%-26.5pp | 70.7%-14.7pp |
| Annual return | 21.15% | 53.87%-32.7pp | 276.60%-255.4pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,520 | $3,191-52.4% | $4,644-67.3% | $2,270-33.1% |
| Participant deferral / active EE | $6,430 | $6,073+5.9% | $6,842-6.0% | $3,740+71.9% |
| Admin fee / account holder | $222 | $551-59.6% | $9,309-97.6% | $513-56.6% |