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 | $17,297 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $11,427 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,025 | $65,435-14.4% | $86,677-35.4% | $66,914-16.3% |
| Participation rate | 57.8% | 75.5%-17.6pp | 76.6%-18.8pp | 69.8%-12.0pp |
| Annual return | -17.13% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,401 | $2,153+11.5% | $2,836-15.3% | $2,544-5.6% |
| Participant deferral / active EE | $3,129 | $4,100-23.7% | $4,656-32.8% | $4,237-26.1% |
| Admin fee / account holder | $229 | $642-64.3% | $7,493-96.9% | $593-61.4% |