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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,477 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC. Service code 55 | Other Commissions | $6,884 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,433 | $61,272-60.1% | $149,673-83.7% | $71,457-65.8% |
| Participation rate | 29.2% | 62.5%-33.3pp | 78.8%-49.5pp | 67.9%-38.7pp |
| Annual return | 16.97% | 35.85%-18.9pp | 134.42%-117.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $137 | $2,378-94.3% | $4,818-97.2% | $2,588-94.7% |
| Participant deferral / active EE | $1,222 | $2,917-58.1% | $5,680-78.5% | $4,289-71.5% |
| Admin fee / account holder | $105 | $1,261-91.7% | $13,210-99.2% | $1,587-93.4% |