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 |
|---|---|---|
MGROUP4 years Filed as: MGROUP INVESTMENT ADVISOR LLC Service code 27 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Advisory (Plan) | $29,152 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,179 |
Service code 13 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $19,781 |
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 | $108,234 | $73,933+46.4% | $96,683+11.9% | $75,163+44.0% |
| Participation rate | 72.3% | 66.4%+5.9pp | 74.3%-2.0pp | 67.2%+5.1pp |
| Annual return | 13.85% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $11,967 | $2,928+308.7% | $3,737+220.2% | $2,670+348.2% |
| Participant deferral / active EE | $1,795 | $3,659-50.9% | $4,878-63.2% | $4,125-56.5% |
| Admin fee / account holder | $789 | $5,216-84.9% | $6,730-88.3% | $5,651-86.0% |