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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,379 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $41,820 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,732 |
DUFEK & COMPANY LLC1 year Filed as: DUFEK & COMPANY, LLC Service code 10 200 EXECUTIVE DRIVE, SUITE 101 · BROOKFIELD, WI 53005 | Accounting | $3,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,887 | $45,031+55.2% | $84,966-17.7% | $77,643-10.0% |
| Participation rate | 94.7% | 48.7%+46.0pp | 67.5%+27.2pp | 70.6%+24.2pp |
| Annual return | 12.73% | 79.22%-66.5pp | 66.38%-53.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,230 | $1,609-23.6% | $2,727-54.9% | $2,726-54.9% |
| Participant deferral / active EE | $4,700 | $2,807+67.4% | $4,519+4.0% | $4,647+1.1% |
| Admin fee / account holder | $381 | $912-58.2% | $6,149-93.8% | $430-11.4% |