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: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $26,835 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,416 |
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 | $106,340 | $88,083+20.7% | $164,813-35.5% | $74,495+42.7% |
| Participation rate | 97.4% | 73.0%+24.3pp | 78.6%+18.8pp | 67.2%+30.2pp |
| Annual return | 13.84% | 17.26%-3.4pp | 69.93%-56.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,780 | $2,593+45.8% | $4,341-12.9% | $2,623+44.1% |
| Participant deferral / active EE | $8,035 | $4,498+78.6% | $6,031+33.2% | $4,346+84.9% |
| Admin fee / account holder | $255 | $2,234-88.6% | $12,690-98.0% | $1,942-86.8% |