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 |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP4 years Service code 27 · EIN 83-2336062 | Advisory (Plan) | $36,216 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,136 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $12,238 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,586 |
MVP PLAN ADMINISTRATORS, INC.8+ years Filed as: MVP PLAN ADMINISTRATORS INC Service code 13 | Contract Administrator | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,771 | $58,320+50.5% | $86,436+1.5% | $66,914+31.2% |
| Participation rate | 92.5% | 78.6%+13.9pp | 80.3%+12.2pp | 69.8%+22.7pp |
| Annual return | -14.43% | -9.71%-4.7pp | 4394.89%-4409.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $4,020 | $2,615+53.7% | $3,769+6.7% | $2,544+58.0% |
| Participant deferral / active EE | $8,716 | $6,899+26.3% | $6,952+25.4% | $4,237+105.7% |
| Admin fee / account holder | $373 | $546-31.6% | $6,731-94.5% | $593-37.0% |