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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,056 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $28,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,432 | $50,820-20.4% | $155,567-74.0% | $77,671-47.9% |
| Participation rate | 47.8% | 63.1%-15.3pp | 78.2%-30.4pp | 70.6%-22.8pp |
| Annual return | 14.08% | 34.85%-20.8pp | 64.74%-50.7pp | 31.21%-17.1pp |
| Employer contribution / active EE | $952 | $1,993-52.2% | $4,674-79.6% | $2,726-65.1% |
| Participant deferral / active EE | $2,511 | $2,823-11.0% | $5,628-55.4% | $4,648-46.0% |
| Admin fee / account holder | $206 | $436-52.8% | $15,916-98.7% | $430-52.2% |