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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,335 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $40,762 |
M HOLDING SECURITIES, INC.3 years Filed as: P&M HOLDING GROUP LLP DBA PLANTE & Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $28,837 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $194,240 | $123,077+57.8% | $116,228+67.1% | $102,872+88.8% |
| Participation rate | 91.8% | 87.0%+4.8pp | 74.6%+17.2pp | 73.0%+18.8pp |
| Annual return | 13.73% | 15.84%-2.1pp | 90.06%-76.3pp | 19.06%-5.3pp |
| Employer contribution / active EE | $7,792 | $4,380+77.9% | $2,994+160.2% | $3,526+121.0% |
| Participant deferral / active EE | $6,435 | $6,746-4.6% | $4,953+29.9% | $5,535+16.3% |
| Admin fee / account holder | $61 | $115-47.4% | $11,989-99.5% | $292-79.2% |