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 |
|---|---|---|
Filed as: MAGNOLIA CAPITAL ADVISORS LLC Service code 27 4500 I-55 NORTH STE 291 · JACKSON, MS 39211 | Advisory (Plan) | $24,876 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,773 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,592 | $79,184-42.4% | $102,438-55.5% | $74,546-38.8% |
| Participation rate | 79.0% | 74.8%+4.2pp | 76.5%+2.5pp | 67.2%+11.8pp |
| Annual return | 11.36% | 54.95%-43.6pp | 29.37%-18.0pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $3,516 | $2,362+48.9% | $3,024+16.3% | $2,624+34.0% |
| Participant deferral / active EE | $4,084 | $4,414-7.5% | $5,054-19.2% | $4,347-6.1% |
| Admin fee / account holder | $342 | $2,001-82.9% | $9,448-96.4% | $1,944-82.4% |