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 |
|---|---|---|
MGROUP1 year Filed as: MGROUP INVESTMENT ADVISOR LLC Service code 27 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Advisory (Plan) | $35,523 |
Service code 13 2701 BICKFORD AVE SUTIE C · SNOHOMISH, WA 98290 | Contract Administrator | $29,686 |
Filed as: ADVISED ASSET GROUP LLC Service code 28 8515 EAST ORCHARD ROD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,572 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,739 | $69,362+20.7% | $101,248-17.3% | $73,488+13.9% |
| Participation rate | 83.1% | 68.4%+14.7pp | 75.8%+7.3pp | 70.7%+12.4pp |
| Annual return | 725.47% | 18.46%+707.0pp | 46.47%+679.0pp | 28.51%+697.0pp |
| Employer contribution / active EE | $19,653 | $2,628+647.7% | $3,660+437.0% | $2,270+765.7% |
| Participant deferral / active EE | $676 | $3,300-79.5% | $4,370-84.5% | $3,740-81.9% |
| Admin fee / account holder | $336 | $704-52.3% | $5,945-94.4% | $513-34.6% |