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 LLP5 years Service code 27 · EIN 83-2336062 | Advisory (Plan) | $38,636 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,490 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $15,636 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,313 |
MVP PLAN ADMINISTRATORS, INC.9+ 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.)
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 | $97,328 | $69,477+40.1% | $94,646+2.8% | $71,457+36.2% |
| Participation rate | 94.4% | 78.4%+16.0pp | 80.8%+13.6pp | 67.9%+26.5pp |
| Annual return | 15.85% | 29.66%-13.8pp | 156.71%-140.9pp | 28.85%-13.0pp |
| Employer contribution / active EE | $4,348 | $2,853+52.4% | $3,672+18.4% | $2,588+68.0% |
| Participant deferral / active EE | $9,599 | $7,345+30.7% | $7,418+29.4% | $4,289+123.8% |
| Admin fee / account holder | $392 | $1,210-67.6% | $7,231-94.6% | $1,587-75.3% |