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 | $58,022 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J P MORGAN BROKER-DEALER HOLDINGS I Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $31,471 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,572 | $46,292-42.6% | $143,757-81.5% | $64,808-59.0% |
| Participation rate | 88.4% | 64.2%+24.2pp | 80.3%+8.1pp | 71.5%+16.9pp |
| Annual return | -16.92% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,096 | $2,646+17.0% | $5,637-45.1% | $4,310-28.2% |
| Admin fee / account holder | $156 | $154+1.4% | $14,673-98.9% | $188-17.0% |