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 | $15,134 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $9,801 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,954 | $31,038-22.8% | $65,255-63.3% | $74,419-67.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 65.0%+35.0pp | 70.7%+29.3pp |
| Annual return | 13.09% | 38.60%-25.5pp | 47.35%-34.3pp | 34.38%-21.3pp |
| Employer contribution / active EE | $1,745 | $1,188+46.9% | $1,691+3.2% | $2,637-33.8% |
| Participant deferral / active EE | $2,499 | $2,792-10.5% | $2,831-11.7% | $4,528-44.8% |
| Admin fee / account holder | $117 | $299-60.8% | $4,112-97.2% | $348-66.3% |