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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,136 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT I Service code 27 1999 HARRISON ST STE 2200 · OAKLAND, CA 94612 | Advisory (Plan) | $23,220 |
COOK STREET CONSULTING5 years Filed as: COOK STREET CONSULTING INC Service code 27 5299 DTC BLVD · GREENWOORD VILLAGE, CO 80111 | Advisory (Plan) | $22,882 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,961 | $53,136-56.8% | $155,509-85.2% | $199,593-88.5% |
| Participation rate | 30.2% | 64.1%-33.8pp | 78.2%-48.0pp | 72.0%-41.7pp |
| Annual return | 15.49% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $464 | $1,851-74.9% | $4,672-90.1% | $3,034-84.7% |
| Participant deferral / active EE | $1,509 | $3,161-52.3% | $5,626-73.2% | $5,087-70.3% |
| Admin fee / account holder | $221 | $185+19.1% | $15,912-98.6% | $269-17.9% |