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 | $27,746 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $24,011 |
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 | $53,031 | $54,701-3.1% | $86,188-38.5% | $71,457-25.8% |
| Participation rate | 95.8% | 60.1%+35.7pp | 69.0%+26.8pp | 67.9%+27.9pp |
| Annual return | 14.20% | 20.06%-5.9pp | 1168.45%-1154.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,272 | $1,265+0.5% | $2,380-46.6% | $2,588-50.9% |
| Participant deferral / active EE | $6,178 | $3,108+98.8% | $3,985+55.0% | $4,289+44.1% |
| Admin fee / account holder | $145 | $1,922-92.5% | $6,852-97.9% | $1,587-90.9% |