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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $149,037 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 27 50 ROWES WHARF 4TH FLOOR · BOSTON, MA 021102082 | Advisory (Plan) | $52,817 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $28,169 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,037 | $119,446-79.0% | $150,045-83.3% | $85,563-70.7% |
| Participation rate | 88.6% | 75.4%+13.2pp | 82.3%+6.3pp | 66.0%+22.7pp |
| Annual return | 14.46% | 23.72%-9.3pp | 62.55%-48.1pp | 31.51%-17.0pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,450 | $7,985-56.8% | $7,997-56.9% | $4,375-21.1% |
| Admin fee / account holder | $147 | $548-73.2% | $13,435-98.9% | $834-82.4% |