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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $12,107 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,915 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,249 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,960 | $55,415-40.5% | $155,509-78.8% | $74,495-55.8% |
| Participation rate | 93.6% | 61.9%+31.7pp | 78.2%+15.4pp | 67.2%+26.4pp |
| Annual return | 9.86% | 268.50%-258.6pp | 64.67%-54.8pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $2,281 | $2,267+0.6% | $4,672-51.2% | $2,623-13.0% |
| Participant deferral / active EE | $2,827 | $2,836-0.3% | $5,626-49.7% | $4,346-34.9% |
| Admin fee / account holder | $70 | $1,738-96.0% | $15,912-99.6% | $1,942-96.4% |