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, CO 80111 | Recordkeeping Fees | $80,999 |
Filed as: MORGAN STANLEY WEALTH MNGMNT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $40,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $58,638 | $71,142-17.6% | $119,609-51.0% | $64,808-9.5% |
| Participation rate | 91.2% | 78.6%+12.6pp | 79.3%+12.0pp | 71.5%+19.8pp |
| Annual return | -19.02% | -10.01%-9.0pp | -14.97%-4.0pp | 32.82%-51.8pp |
| Employer contribution / active EE | $762 | $2,497-69.5% | $4,232-82.0% | $2,506-69.6% |
| Participant deferral / active EE | $4,013 | $4,490-10.6% | $5,602-28.4% | $4,310-6.9% |
| Admin fee / account holder | $112 | $162-30.8% | $10,323-98.9% | $188-40.3% |