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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $16,425 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,627 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $859 |
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 | $24,763 | $61,272-59.6% | $149,673-83.5% | $71,457-65.3% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.3pp | 67.9%+30.2pp |
| Annual return | 19.59% | 35.85%-16.3pp | 134.42%-114.8pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,198 | $2,378-7.6% | $4,818-54.4% | $2,588-15.1% |
| Participant deferral / active EE | $3,387 | $2,917+16.1% | $5,680-40.4% | $4,289-21.0% |
| Admin fee / account holder | $205 | $1,261-83.8% | $13,210-98.4% | $1,587-87.1% |