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 7-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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,936 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SVC I Service code 55 1 NEW YORK PLZ 12TH FL · MANHATTAN, NY 10004 | Other Commissions | $23,791 |
MY BENEFITS, LLC5 years Service code 13 · EIN 45-2098380 | Contract Administrator | $5,183 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,041 |
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 | $61,511 | $76,050-19.1% | $96,544-36.3% | $71,457-13.9% |
| Participation rate | 82.7% | 74.4%+8.3pp | 76.0%+6.8pp | 67.9%+14.8pp |
| Annual return | 15.77% | 22.81%-7.0pp | 25.84%-10.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $5,331 | $2,244+137.6% | $2,965+79.8% | $2,588+106.0% |
| Participant deferral / active EE | $7,512 | $4,215+78.2% | $4,851+54.9% | $4,289+75.1% |
| Admin fee / account holder | $32 | $2,707-98.8% | $8,252-99.6% | $1,587-98.0% |