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: MHS ADVISORY SERVICES LLC DBA MHS A Service code 27 10900 WAYZATA BLVD STE 130 · MINNETONKA, MN 55305 | Advisory (Plan) | $19,047 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,989 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
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 | $34,062 | $42,396-19.7% | $67,313-49.4% | $56,287-39.5% |
| Participation rate | 98.5% | 61.0%+37.5pp | 69.1%+29.4pp | 69.9%+28.6pp |
| Annual return | -8.71% | -36.63%+27.9pp | -4.08%-4.6pp | -9.96%+1.2pp |
| Employer contribution / active EE | $1,556 | $1,414+10.1% | $2,566-39.4% | $2,111-26.3% |
| Participant deferral / active EE | $3,727 | $2,360+57.9% | $3,568+4.4% | $3,350+11.2% |
| Admin fee / account holder | $138 | $510-73.0% | $4,507-96.9% | $521-73.6% |