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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $152,788 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $68,453 |
MOSS ADAMS LLP7 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $27,965 |
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 | $151,234 | $55,416+172.9% | $75,972+99.1% | $77,643+94.8% |
| Participation rate | 80.3% | 63.6%+16.7pp | 69.1%+11.2pp | 70.6%+9.7pp |
| Annual return | 13.60% | 17.07%-3.5pp | 359.55%-345.9pp | 31.24%-17.6pp |
| Employer contribution / active EE | $6,541 | $1,788+265.9% | $2,685+143.6% | $2,726+140.0% |
| Participant deferral / active EE | $9,745 | $3,447+182.7% | $4,255+129.0% | $4,647+109.7% |
| Admin fee / account holder | $467 | $414+12.8% | $6,467-92.8% | $430+8.4% |