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) | $46,793 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,465 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $340 |
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 | $122,001 | $60,323+102.2% | $81,812+49.1% | $74,495+63.8% |
| Participation rate | 96.4% | 62.9%+33.6pp | 72.3%+24.1pp | 67.2%+29.2pp |
| Annual return | 11.57% | 16.90%-5.3pp | 773.79%-762.2pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $4,224 | $2,620+61.2% | $2,912+45.0% | $2,623+61.0% |
| Participant deferral / active EE | $4,874 | $3,387+43.9% | $4,319+12.9% | $4,346+12.2% |
| Admin fee / account holder | $286 | $1,486-80.8% | $7,386-96.1% | $1,942-85.3% |