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 |
|---|---|---|
MHS ADVISORY SERVICES, LLC2 years Filed as: MHS ADVISORY SERVICES LLC DBA MHS A Service code 27 10900 WAYZATA BLVD STE 130 · MINNETONKA, MN 55305 | Advisory (Plan) | $15,338 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,668 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41 |
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 | $39,786 | $47,922-17.0% | $75,886-47.6% | $65,185-39.0% |
| Participation rate | 98.7% | 63.0%+35.7pp | 69.3%+29.4pp | 70.2%+28.5pp |
| Annual return | 23.49% | 24.12%-0.6pp | 30.76%-7.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,521 | $1,557-2.3% | $2,500-39.2% | $2,177-30.1% |
| Participant deferral / active EE | $3,438 | $2,550+34.8% | $3,603-4.6% | $3,514-2.2% |
| Admin fee / account holder | $106 | $532-80.1% | $5,418-98.0% | $847-87.5% |