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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $152,253 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,056 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,606 |
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 | $44,143 | $53,136-16.9% | $155,509-71.6% | $199,593-77.9% |
| Participation rate | 92.8% | 64.1%+28.8pp | 78.2%+14.7pp | 72.0%+20.9pp |
| Annual return | 16.12% | 41.15%-25.0pp | 64.67%-48.5pp | 34.25%-18.1pp |
| Employer contribution / active EE | $1,512 | $1,851-18.3% | $4,672-67.6% | $3,034-50.2% |
| Participant deferral / active EE | $6,331 | $3,161+100.3% | $5,626+12.5% | $5,087+24.5% |
| Admin fee / account holder | $192 | $185+3.3% | $15,912-98.8% | $269-28.8% |