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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 ADVISORY2 years Service code 17 16233 ROCK COAST DR · WINTER GARDEN, FL 34787 | Pension Consulting | $23,812 |
Service code 13 · EIN 26-3465772 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $9,244 |
Filed as: EMPOWER ADVISORY GROUP Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $59 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,087 | $80,724-50.3% | $103,333-61.2% | $74,495-46.2% |
| Participation rate | 36.1% | 65.7%-29.6pp | 74.5%-38.4pp | 67.2%-31.1pp |
| Annual return | 11.42% | 27.56%-16.1pp | 24.88%-13.5pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,172 | $3,157-62.9% | $3,868-69.7% | $2,623-55.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $401 | $2,368-83.1% | $8,355-95.2% | $1,942-79.4% |