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 5-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $59,133 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,735 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,033 |
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 | $66,846 | $98,727-32.3% | $113,168-40.9% | $85,563-21.9% |
| Participation rate | 88.2% | 80.8%+7.4pp | 76.6%+11.6pp | 66.0%+22.2pp |
| Annual return | 16.59% | 17.43%-0.8pp | 24.27%-7.7pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,274 | $2,907-56.2% | $2,975-57.2% | $2,654-52.0% |
| Participant deferral / active EE | $7,425 | $5,424+36.9% | $5,107+45.4% | $4,375+69.7% |
| Admin fee / account holder | $217 | $357-39.3% | $12,068-98.2% | $834-74.0% |