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, LLC6 years Filed as: MHS ADVISORY SERVICES LLC DBA MHS A Service code 27 10900 WAYZTA BOULEVRD STE 130 · MINNETINKA, MN 55305 | Advisory (Plan) | $16,184 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,186 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,301 | $51,045-23.0% | $70,515-44.3% | $71,457-45.0% |
| Participation rate | 99.3% | 59.4%+39.9pp | 68.3%+31.0pp | 67.9%+31.4pp |
| Annual return | 18.36% | 42.63%-24.3pp | 32.77%-14.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,557 | $1,790-13.0% | $2,973-47.6% | $2,588-39.8% |
| Participant deferral / active EE | $4,313 | $3,026+42.5% | $4,567-5.6% | $4,289+0.6% |
| Admin fee / account holder | $104 | $1,994-94.8% | $6,412-98.4% | $1,587-93.4% |