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 | $16,329 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $11,292 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,588 |
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 | $72,310 | $76,050-4.9% | $96,544-25.1% | $71,457+1.2% |
| Participation rate | 68.7% | 74.4%-5.7pp | 76.0%-7.3pp | 67.9%+0.7pp |
| Annual return | 15.76% | 22.81%-7.0pp | 25.84%-10.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,801 | $2,244+24.8% | $2,965-5.5% | $2,588+8.2% |
| Participant deferral / active EE | $3,676 | $4,215-12.8% | $4,851-24.2% | $4,289-14.3% |
| Admin fee / account holder | $248 | $2,707-90.8% | $8,252-97.0% | $1,587-84.4% |