See peer percentile detail. $4.99 for your first month.
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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 BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $17,213 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,853 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,079 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $3,236 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $1,496 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,450 | $61,272-56.8% | $149,673-82.3% | $71,457-63.0% |
| Participation rate | 92.3% | 62.5%+29.8pp | 78.8%+13.5pp | 67.9%+24.4pp |
| Annual return | 13.48% | 35.85%-22.4pp | 134.42%-120.9pp | 28.85%-15.4pp |
| Employer contribution / active EE | $705 | $2,378-70.4% | $4,818-85.4% | $2,588-72.8% |
| Participant deferral / active EE | $2,068 | $2,917-29.1% | $5,680-63.6% | $4,289-51.8% |
| Admin fee / account holder | $61 | $1,261-95.2% | $13,210-99.5% | $1,587-96.2% |