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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $16,435 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,625 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $1,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,067 | $42,353-57.3% | $79,550-77.3% | $64,808-72.1% |
| Participation rate | 43.6% | 64.8%-21.2pp | 69.5%-25.9pp | 71.5%-27.9pp |
| Annual return | -11.69% | -12.24%+0.5pp | 0.16%-11.9pp | 32.82%-44.5pp |
| Employer contribution / active EE | $594 | $1,181-49.7% | $2,413-75.4% | $2,506-76.3% |
| Participant deferral / active EE | $1,436 | $3,170-54.7% | $3,985-64.0% | $4,310-66.7% |
| Admin fee / account holder | $9 | $160-94.3% | $6,832-99.9% | $188-95.2% |