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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,938 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,554 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $2,813 |
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 | $85,431 | $86,929-1.7% | $102,423-16.6% | $80,856+5.7% |
| Participation rate | 76.5% | 72.4%+4.2pp | 76.5%0pp | 67.6%+8.9pp |
| Annual return | 11.56% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,017 | $2,369+27.3% | $3,023-0.2% | $2,755+9.5% |
| Participant deferral / active EE | $3,976 | $4,118-3.5% | $5,053-21.3% | $4,296-7.4% |
| Admin fee / account holder | $207 | $8,049-97.4% | $9,451-97.8% | $6,918-97.0% |