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 | $31,746 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $26,600 |
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 | $17,100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,318 | $112,623-44.7% | $106,213-41.3% | $199,593-68.8% |
| Participation rate | 94.2% | 86.2%+8.0pp | 75.3%+18.9pp | 72.0%+22.3pp |
| Annual return | 9.98% | 15.57%-5.6pp | 116.14%-106.2pp | 34.25%-24.3pp |
| Employer contribution / active EE | $2,332 | $4,575-49.0% | $3,171-26.5% | $3,034-23.1% |
| Participant deferral / active EE | $3,546 | $6,659-46.8% | $5,016-29.3% | $5,087-30.3% |
| Admin fee / account holder | $98 | $107-8.1% | $11,033-99.1% | $269-63.4% |