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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,654 |
MBG RETIREMENT4 years Filed as: MBG RETIREMENT INC Service code 27 · EIN 76-0392127 | Advisory (Plan) | $14,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,264 | $91,407-51.6% | $135,903-67.4% | $71,457-38.1% |
| Participation rate | 66.3% | 75.7%-9.3pp | 81.9%-15.6pp | 67.9%-1.6pp |
| Annual return | 18.36% | 29.90%-11.5pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,314 | $3,703-37.5% | $4,856-52.4% | $2,588-10.6% |
| Participant deferral / active EE | $9,781 | $7,092+37.9% | $7,758+26.1% | $4,289+128.1% |
| Admin fee / account holder | $211 | $1,266-83.3% | $10,762-98.0% | $1,587-86.7% |