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 LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $195,203 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $73,867 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $10,000 |
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 | $52,505 | $95,388-45.0% | $125,339-58.1% | $77,904-32.6% |
| Participation rate | 98.1% | 78.6%+19.5pp | 82.4%+15.7pp | 73.7%+24.4pp |
| Annual return | -13.99% | 116.19%-130.2pp | 572.05%-586.0pp | 12.21%-26.2pp |
| Employer contribution / active EE | $3,057 | $3,666-16.6% | $4,814-36.5% | $2,848+7.3% |
| Participant deferral / active EE | $7,236 | $7,711-6.2% | $7,446-2.8% | $4,806+50.6% |
| Admin fee / account holder | $100 | $119-15.7% | $10,010-99.0% | $133-24.4% |