See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,262 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $20,000 |
M HOLDING SECURITIES, INC.2 years Filed as: P&M HOLDING GROUP LLP DBA PLANTE & Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $14,685 |
WITHUMSMITH+BROWN, PC1 year Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $7,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,982 | $92,055-59.8% | $106,213-65.2% | $77,643-52.4% |
| Participation rate | 93.3% | 81.0%+12.2pp | 75.3%+18.0pp | 70.6%+22.7pp |
| Annual return | 10.86% | 17.91%-7.0pp | 116.14%-105.3pp | 31.24%-20.4pp |
| Employer contribution / active EE | $2,030 | $3,367-39.7% | $3,171-36.0% | $2,726-25.5% |
| Participant deferral / active EE | $1,880 | $5,386-65.1% | $5,016-62.5% | $4,647-59.5% |
| Admin fee / account holder | $80 | $219-63.4% | $11,033-99.3% | $430-81.4% |