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 8-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 15 · EIN 84-0467907 | Recordkeeping | $78,692 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 24 1585 BROADWAY · NEW YORK, NY 10036 | Discretionary Trustee | $37,296 |
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 | $29,999 | $54,193-44.6% | $93,606-68.0% | $77,643-61.4% |
| Participation rate | 96.5% | 63.9%+32.5pp | 68.7%+27.7pp | 70.6%+25.9pp |
| Annual return | 13.35% | 30.54%-17.2pp | 133.20%-119.9pp | 31.24%-17.9pp |
| Employer contribution / active EE | $396 | $1,168-66.1% | $2,420-83.6% | $2,726-85.5% |
| Participant deferral / active EE | $3,962 | $3,144+26.0% | $4,411-10.2% | $4,647-14.8% |
| Admin fee / account holder | $88 | $576-84.6% | $8,285-98.9% | $430-79.5% |