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 | $33,943 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $32,556 |
QDRO CONSULTANTS COMPANY, LLC10+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,494 | $88,890-33.1% | $102,423-41.9% | $77,643-23.4% |
| Participation rate | 63.3% | 80.9%-17.6pp | 76.5%-13.2pp | 70.6%-7.2pp |
| Annual return | 9.33% | 24.98%-15.7pp | 29.32%-20.0pp | 31.24%-21.9pp |
| Employer contribution / active EE | $2,190 | $2,698-18.8% | $3,023-27.6% | $2,726-19.6% |
| Participant deferral / active EE | $4,701 | $5,145-8.6% | $5,053-7.0% | $4,647+1.2% |
| Admin fee / account holder | $147 | $235-37.6% | $9,451-98.4% | $430-65.9% |