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 | $87,251 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,848 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $38,784 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,127 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,365 | $122,259-80.1% | $147,005-83.4% | $199,768-87.8% |
| Participation rate | 87.0% | 78.3%+8.8pp | 82.2%+4.9pp | 72.0%+15.0pp |
| Annual return | 32.22% | 30.58%+1.6pp | 418.76%-386.5pp | 34.26%-2.0pp |
| Employer contribution / active EE | $1,587 | $4,097-61.3% | $4,934-67.8% | $3,037-47.8% |
| Participant deferral / active EE | $3,312 | $8,504-61.1% | $8,070-59.0% | $5,090-34.9% |
| Admin fee / account holder | $97 | $179-45.5% | $13,006-99.3% | $269-63.8% |