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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $36,051 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,103 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,045 | $89,588-31.9% | $136,007-55.1% | $77,643-21.4% |
| Participation rate | 64.8% | 74.3%-9.4pp | 76.5%-11.6pp | 70.6%-5.7pp |
| Annual return | 16.08% | 17.42%-1.3pp | 579.32%-563.2pp | 31.24%-15.2pp |
| Employer contribution / active EE | $872 | $3,491-75.0% | $4,217-79.3% | $2,726-68.0% |
| Participant deferral / active EE | $4,607 | $5,591-17.6% | $7,025-34.4% | $4,647-0.9% |
| Admin fee / account holder | $160 | $539-70.2% | $6,858-97.7% | $430-62.7% |