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 RETIREMENT5 years Filed as: MBG RETIREMENT INC Service code 27 · EIN 76-0392127 | Advisory (Plan) | $22,706 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,892 |
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 | $50,439 | $101,317-50.2% | $146,958-65.7% | $74,495-32.3% |
| Participation rate | 59.1% | 75.5%-16.5pp | 82.2%-23.1pp | 67.2%-8.1pp |
| Annual return | 13.16% | 8730.91%-8717.7pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,299 | $3,810-65.9% | $4,933-73.7% | $2,623-50.5% |
| Participant deferral / active EE | $7,117 | $7,303-2.5% | $8,070-11.8% | $4,346+63.8% |
| Admin fee / account holder | $248 | $1,739-85.8% | $12,998-98.1% | $1,942-87.3% |