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 | $65,490 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,405 |
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 | $54,370 | $55,416-1.9% | $75,972-28.4% | $77,643-30.0% |
| Participation rate | 96.4% | 63.6%+32.8pp | 69.1%+27.3pp | 70.6%+25.8pp |
| Annual return | 14.70% | 17.07%-2.4pp | 359.55%-344.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $3,489 | $1,788+95.2% | $2,685+30.0% | $2,726+28.0% |
| Participant deferral / active EE | $5,640 | $3,447+63.6% | $4,255+32.5% | $4,647+21.4% |
| Admin fee / account holder | $115 | $414-72.2% | $6,467-98.2% | $430-73.2% |