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 LLP6 years Service code 27 · EIN 83-2336062 | Advisory (Plan) | $46,575 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,941 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $12,470 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,921 |
MVP PLAN ADMINISTRATORS, INC.10+ 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 | $114,815 | $79,013+45.3% | $100,391+14.4% | $74,495+54.1% |
| Participation rate | 97.1% | 79.5%+17.6pp | 81.5%+15.6pp | 67.2%+29.9pp |
| Annual return | 14.94% | 20.41%-5.5pp | 49.20%-34.3pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $4,786 | $3,021+58.4% | $3,942+21.4% | $2,623+82.5% |
| Participant deferral / active EE | $10,646 | $7,760+37.2% | $8,082+31.7% | $4,346+145.0% |
| Admin fee / account holder | $419 | $1,320-68.3% | $7,899-94.7% | $1,942-78.4% |