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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $284,900 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $100,000 |
PRICEWATERHOUSECOOPERS LLP9 years Service code 10 · EIN 13-4008324 4040 W BOY SCOUT BLVD · TAMPA, FL 33607 | Accounting | $34,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,246 | $73,283-51.9% | $155,509-77.3% | $106,382-66.9% |
| Participation rate | 19.5% | 73.3%-53.8pp | 78.2%-58.7pp | 69.9%-50.4pp |
| Annual return | 13.95% | 15.77%-1.8pp | 64.67%-50.7pp | 17.37%-3.4pp |
| Employer contribution / active EE | $113 | $2,247-95.0% | $4,672-97.6% | $3,364-96.6% |
| Participant deferral / active EE | $808 | $4,580-82.4% | $5,626-85.6% | $5,569-85.5% |
| Admin fee / account holder | $37 | $56-33.9% | $15,912-99.8% | $79-53.2% |