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 LLP7 years Service code 27 · EIN 83-2336062 | Advisory (Plan) | $49,029 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,359 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $14,780 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,581 |
MVP PLAN ADMINISTRATORS, INC.11+ 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 | $136,249 | $88,634+53.7% | $101,326+34.5% | $74,304+83.4% |
| Participation rate | 96.8% | 76.9%+19.9pp | 81.5%+15.3pp | 60.3%+36.4pp |
| Annual return | 15.21% | 33.10%-17.9pp | 36.82%-21.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $4,778 | $2,930+63.1% | $3,665+30.4% | $2,241+113.2% |
| Participant deferral / active EE | $10,597 | $7,322+44.7% | $7,994+32.6% | $3,767+181.3% |
| Admin fee / account holder | $533 | $2,425-78.0% | $11,185-95.2% | $2,969-82.0% |