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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $117,038 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 16 · EIN 26-4310632 | Consulting | $41,359 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,657 | $89,282+45.2% | $94,646+37.0% | $74,419+74.2% |
| Participation rate | 95.0% | 82.4%+12.6pp | 80.8%+14.2pp | 70.7%+24.3pp |
| Annual return | 18.48% | 25.96%-7.5pp | 156.71%-138.2pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,946 | $3,022-35.6% | $3,672-47.0% | $2,637-26.2% |
| Participant deferral / active EE | $7,892 | $8,425-6.3% | $7,418+6.4% | $4,528+74.3% |
| Admin fee / account holder | $441 | $219+101.7% | $7,231-93.9% | $348+26.8% |