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, LLC4 years Filed as: MHS ADVISORY SERVICES LLC DBA MHS A Service code 27 10900 WAYZATA BLVD STE 130 · MINNETONKA, MN 55305 | Advisory (Plan) | $17,667 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $733 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,123 | $60,776-34.0% | $85,682-53.2% | $79,386-49.5% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.9%+30.1pp | 70.7%+29.3pp |
| Annual return | 20.13% | 16.57%+3.6pp | 21.49%-1.4pp | 116.85%-96.7pp |
| Employer contribution / active EE | $1,582 | $1,663-4.9% | $2,618-39.6% | $2,427-34.8% |
| Participant deferral / active EE | $3,803 | $2,919+30.3% | $3,923-3.1% | $4,046-6.0% |
| Admin fee / account holder | $41 | $438-90.7% | $6,873-99.4% | $626-93.5% |