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 | $29,632 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,695 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $7,740 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $5,540 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $4,242 |
Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $1,476 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,242 | $50,529-22.3% | $66,042-40.6% | $85,563-54.1% |
| Participation rate | 57.0% | 57.7%-0.7pp | 67.5%-10.5pp | 66.0%-9.0pp |
| Annual return | 17.22% | 18.34%-1.1pp | 52.11%-34.9pp | 31.51%-14.3pp |
| Employer contribution / active EE | $583 | $1,111-47.5% | $1,579-63.1% | $2,654-78.0% |
| Participant deferral / active EE | $1,319 | $2,768-52.4% | $2,835-53.5% | $4,375-69.9% |
| Admin fee / account holder | $237 | $1,005-76.4% | $5,747-95.9% | $834-71.6% |