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 5-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $114,615 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,072 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,106 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,784 | $50,127-42.6% | $149,673-80.8% | $80,160-64.1% |
| Participation rate | 92.9% | 64.3%+28.6pp | 78.8%+14.1pp | 72.9%+19.9pp |
| Annual return | 19.05% | 29.82%-10.8pp | 134.42%-115.4pp | 40.38%-21.3pp |
| Employer contribution / active EE | $1,313 | $1,865-29.6% | $4,818-72.8% | $2,978-55.9% |
| Participant deferral / active EE | $5,738 | $3,194+79.7% | $5,680+1.0% | $5,017+14.4% |
| Admin fee / account holder | $112 | $153-26.9% | $13,210-99.2% | $145-23.0% |