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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $100,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $91,435 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,263 | $107,459-7.6% | $135,903-27.0% | $80,160+23.8% |
| Participation rate | 84.3% | 78.0%+6.2pp | 81.9%+2.3pp | 72.9%+11.3pp |
| Annual return | 18.33% | 91.91%-73.6pp | 68.23%-49.9pp | 40.38%-22.1pp |
| Employer contribution / active EE | $4,812 | $3,877+24.1% | $4,856-0.9% | $2,978+61.6% |
| Participant deferral / active EE | $6,517 | $8,195-20.5% | $7,758-16.0% | $5,017+29.9% |
| Admin fee / account holder | $144 | $127+13.7% | $10,762-98.7% | $145-0.4% |