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.
| Provider | Service type | Compensation |
|---|---|---|
INTERVEST INTERNATIONAL INC1+ years Service code 27 1980 DOMINION WAY STE 202 · COLORADO SPRINGS, CO 80918 | Advisory (Plan) | $16,150 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $12,785 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,231 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,179 |
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 | $54,942 | $24,733+122.1% | $69,647-21.1% | $74,495-26.2% |
| Participation rate | 94.6% | 63.5%+31.1pp | 66.5%+28.2pp | 67.2%+27.4pp |
| Annual return | 13.64% | 18.55%-4.9pp | 100.48%-86.8pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,705 | $1,001+70.4% | $1,712-0.4% | $2,623-35.0% |
| Participant deferral / active EE | $5,920 | $1,901+211.4% | $2,886+105.1% | $4,346+36.2% |
| Admin fee / account holder | $179 | $1,892-90.5% | $4,713-96.2% | $1,942-90.8% |