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 |
|---|---|---|
Filed as: MHS ADVISORY SERVICES LLC DBA MHS Service code 27 10900 WAYZTA BOULEVRD STE 130 · MINNETINKA, MN 55305 | Advisory (Plan) | $19,062 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $44,199 | $54,517-18.9% | $75,972-41.8% | $74,495-40.7% |
| Participation rate | 98.6% | 60.3%+38.3pp | 69.1%+29.5pp | 67.2%+31.4pp |
| Annual return | 12.58% | 31.82%-19.2pp | 359.55%-347.0pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,483 | $1,777-16.6% | $2,685-44.8% | $2,623-43.5% |
| Participant deferral / active EE | $3,671 | $3,066+19.8% | $4,255-13.7% | $4,346-15.5% |
| Admin fee / account holder | $122 | $2,229-94.5% | $6,467-98.1% | $1,942-93.7% |