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 |
|---|---|---|
MPS COMMUNICATIONS4 years Filed as: MPS LORIA FINANCIAL PLANNERS, LLC Service code 27 7500 S COUNTY LINE RD · BURR RIDGE, IL 60527 | Advisory (Plan) | $26,955 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,876 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,548 | $88,083-26.7% | $164,813-60.8% | $74,495-13.4% |
| Participation rate | 61.6% | 73.0%-11.5pp | 78.6%-17.0pp | 67.2%-5.6pp |
| Annual return | 13.51% | 17.26%-3.8pp | 69.93%-56.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,324 | $2,593-48.9% | $4,341-69.5% | $2,623-49.5% |
| Participant deferral / active EE | $4,392 | $4,498-2.3% | $6,031-27.2% | $4,346+1.1% |
| Admin fee / account holder | $330 | $2,234-85.2% | $12,690-97.4% | $1,942-83.0% |