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 | $102,036 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $63,455 |
MOSS ADAMS LLP5 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $7,547 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,834 | $44,764+201.2% | $68,791+96.0% | $64,808+108.1% |
| Participation rate | 78.3% | 64.8%+13.6pp | 69.0%+9.3pp | 71.5%+6.9pp |
| Annual return | -17.22% | -10.91%-6.3pp | -6.38%-10.8pp | 32.82%-50.0pp |
| Employer contribution / active EE | $7,291 | $1,775+310.7% | $2,655+174.6% | $2,506+191.0% |
| Participant deferral / active EE | $10,528 | $3,238+225.2% | $3,941+167.1% | $4,310+144.3% |
| Admin fee / account holder | $338 | $151+123.4% | $4,932-93.1% | $188+80.0% |