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 | $50,111 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $28,087 |
MOSS ADAMS LLP6 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $5,942 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,903 | $49,693-11.7% | $70,515-37.7% | $74,419-41.0% |
| Participation rate | 93.8% | 64.7%+29.1pp | 68.3%+25.5pp | 70.7%+23.1pp |
| Annual return | 20.17% | 21.22%-1.0pp | 32.77%-12.6pp | 34.38%-14.2pp |
| Employer contribution / active EE | $3,030 | $1,773+70.9% | $2,973+1.9% | $2,637+14.9% |
| Participant deferral / active EE | $4,831 | $3,376+43.1% | $4,567+5.8% | $4,528+6.7% |
| Admin fee / account holder | $96 | $316-69.7% | $6,412-98.5% | $348-72.5% |