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 9-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) | $14,732 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,610 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $194 |
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 | $23,744 | $65,061-63.5% | $143,757-83.5% | $66,914-64.5% |
| Participation rate | 96.0% | 65.2%+30.8pp | 80.3%+15.7pp | 69.8%+26.2pp |
| Annual return | -15.43% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,248 | $2,361-4.8% | $4,951-54.6% | $2,544-11.6% |
| Participant deferral / active EE | $2,837 | $2,919-2.8% | $5,637-49.7% | $4,237-33.0% |
| Admin fee / account holder | $190 | $502-62.1% | $14,673-98.7% | $593-67.9% |