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 15 · EIN 84-0467907 | Recordkeeping | $379,699 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $61,995 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $16,000 |
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 | $64,396 | $117,739-45.3% | $82,389-21.8% | $117,739-45.3% |
| Participation rate | 56.0% | 76.6%-20.6pp | 69.5%-13.5pp | 76.6%-20.6pp |
| Annual return | 17.79% | 17.29%+0.5pp | 28.67%-10.9pp | 17.29%+0.5pp |
| Employer contribution / active EE | $1,174 | $3,746-68.7% | $2,517-53.4% | $3,746-68.7% |
| Participant deferral / active EE | $3,694 | $6,128-39.7% | $4,155-11.1% | $6,128-39.7% |
| Admin fee / account holder | $58 | $112-47.8% | $7,231-99.2% | $112-47.8% |