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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $10,969 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,507 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,495 | $63,442-69.3% | $68,791-71.7% | $66,914-70.9% |
| Participation rate | 62.8% | 60.0%+2.8pp | 69.0%-6.3pp | 69.8%-7.0pp |
| Annual return | -16.60% | -8.29%-8.3pp | -6.38%-10.2pp | 1.58%-18.2pp |
| Employer contribution / active EE | $127 | $1,775-92.8% | $2,655-95.2% | $2,544-95.0% |
| Participant deferral / active EE | $1,201 | $2,945-59.2% | $3,941-69.5% | $4,237-71.6% |
| Admin fee / account holder | $205 | $577-64.4% | $4,932-95.8% | $593-65.4% |