See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY INSURANCE Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $8,080 |
Filed as: RICHARDS INCORPORATED TRG Service code 27 48,HARRIS PL · BATTLEBORO, VT 05302 | Advisory (Plan) | $3,722 |
SETAWAY LLC3 years Service code 13 5 BEDFORD FARMS DR · BEDFORD, NH 03110 | Contract Administrator | $2,772 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,224 | $55,415-38.2% | $155,509-78.0% | $74,495-54.1% |
| Participation rate | 53.6% | 61.9%-8.3pp | 78.2%-24.6pp | 67.2%-13.6pp |
| Annual return | 14.79% | 268.50%-253.7pp | 64.67%-49.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $817 | $2,267-64.0% | $4,672-82.5% | $2,623-68.9% |
| Participant deferral / active EE | $1,286 | $2,836-54.6% | $5,626-77.1% | $4,346-70.4% |
| Admin fee / account holder | $45 | $1,738-97.4% | $15,912-99.7% | $1,942-97.7% |