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 Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $34,871 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,749 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,313 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,492 | $49,915+25.2% | $154,803-59.6% | $74,304-15.9% |
| Participation rate | 59.2% | 54.0%+5.2pp | 78.1%-18.9pp | 60.3%-1.2pp |
| Annual return | 13.19% | 34.06%-20.9pp | 58.88%-45.7pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,017 | $1,611-36.9% | $4,305-76.4% | $2,241-54.6% |
| Participant deferral / active EE | $2,638 | $2,255+17.0% | $5,540-52.4% | $3,767-30.0% |
| Admin fee / account holder | $433 | $2,189-80.2% | $14,329-97.0% | $2,969-85.4% |