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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $30,932 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,519 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $63,273 | $99,078-36.1% | $96,544-34.5% | $74,419-15.0% |
| Participation rate | 63.0% | 80.7%-17.6pp | 76.0%-12.9pp | 70.7%-7.7pp |
| Annual return | 12.39% | 22.48%-10.1pp | 25.84%-13.4pp | 34.38%-22.0pp |
| Employer contribution / active EE | $1,894 | $2,570-26.3% | $2,965-36.1% | $2,637-28.2% |
| Participant deferral / active EE | $4,217 | $4,933-14.5% | $4,851-13.1% | $4,528-6.9% |
| Admin fee / account holder | $139 | $225-38.0% | $8,252-98.3% | $348-59.9% |