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, LLC3 years Filed as: MHS ADVISORY SERVICES LLC DBA MHS A Service code 27 10900 WAYZATA BLVD STE 130 · MINNETONKA, MN 55305 | Advisory (Plan) | $15,842 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $217 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $37,816 | $55,636-32.0% | $81,983-53.9% | $73,488-48.5% |
| Participation rate | 97.3% | 62.3%+35.0pp | 69.2%+28.0pp | 70.7%+26.6pp |
| Annual return | 15.69% | 19.07%-3.4pp | 41.31%-25.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,710 | $1,625+5.3% | $2,498-31.5% | $2,270-24.7% |
| Participant deferral / active EE | $3,440 | $2,762+24.6% | $3,722-7.6% | $3,740-8.0% |
| Admin fee / account holder | $90 | $493-81.8% | $5,664-98.4% | $513-82.5% |