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 |
|---|---|---|
M GROUP INVESTMENT ADVISOR3+ years Service code 27 · EIN 45-3838296 | Advisory (Plan) | $23,489 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,668 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,192 | $79,523-21.8% | $140,016-55.6% | $56,287+10.5% |
| Participation rate | 90.2% | 85.7%+4.5pp | 87.5%+2.7pp | 69.9%+20.3pp |
| Annual return | -8.41% | 2.39%-10.8pp | 651.12%-659.5pp | -9.96%+1.5pp |
| Employer contribution / active EE | $3,313 | $3,350-1.1% | $5,606-40.9% | $2,111+57.0% |
| Participant deferral / active EE | $6,428 | $5,129+25.3% | $6,927-7.2% | $3,350+91.9% |
| Admin fee / account holder | $304 | $614-50.5% | $10,705-97.2% | $521-41.6% |