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, LLC5 years Filed as: MHS ADVISORY SERVICES LLC DBA MHS A Service code 27 10900 WAYZTA BOULEVRD STE 130 · MINNETINKA, MN 55305 | Advisory (Plan) | $15,997 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,572 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,593 | $63,442-50.2% | $68,791-54.1% | $66,914-52.8% |
| Participation rate | 98.7% | 60.0%+38.7pp | 69.0%+29.7pp | 69.8%+28.9pp |
| Annual return | -19.38% | -8.29%-11.1pp | -6.38%-13.0pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,143 | $1,775-35.6% | $2,655-57.0% | $2,544-55.1% |
| Participant deferral / active EE | $3,813 | $2,945+29.5% | $3,941-3.2% | $4,237-10.0% |
| Admin fee / account holder | $35 | $577-93.9% | $4,932-99.3% | $593-94.1% |