See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
M GROUP INVESTMENT ADVISOR3 years Filed as: M GROUP INVESTMENT ADVISOR LLC Service code 15 · EIN 45-3838296 | Recordkeeping | $40,440 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,450 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $200 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,188 | $58,879+121.1% | $178,490-27.1% | $73,488+77.2% |
| Participation rate | 96.3% | 66.2%+30.0pp | 81.9%+14.3pp | 70.7%+25.6pp |
| Annual return | 13.87% | 24.86%-11.0pp | 151.07%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $7,580 | $2,236+239.0% | $5,011+51.3% | $2,270+233.9% |
| Participant deferral / active EE | $5,994 | $2,567+133.5% | $5,202+15.2% | $3,740+60.3% |
| Admin fee / account holder | $271 | $400-32.2% | $13,984-98.1% | $513-47.1% |