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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,828 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $55,000 |
Annual investment return 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 | $202,016 | $131,799+53.3% | $200,582+0.7% | $85,563+136.1% |
| Participation rate | 83.0% | 87.9%-4.9pp | 86.9%-3.9pp | 66.0%+17.0pp |
| Annual return | 12.83% | 21.59%-8.8pp | 42.33%-29.5pp | 31.51%-18.7pp |
| Employer contribution / active EE | $5,711 | $4,532+26.0% | $6,419-11.0% | $2,654+115.2% |
| Participant deferral / active EE | $9,013 | $7,702+17.0% | $9,331-3.4% | $4,375+106.0% |
| Admin fee / account holder | $170 | $235-27.7% | $16,305-99.0% | $834-79.6% |