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 BARNEY9+ years Filed as: MORGAN STANLEY Service code 99 1585 BROADWAY · NEW YORK, NY 10036 | Other Fees | $72,208 |
AKT LLP1 year Service code 10 680 HAWTHORNE AVE SE STE 140 · SALEM, OR 973010041 | Accounting | $20,592 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $396 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,404 | $53,165-44.7% | $86,188-65.9% | $74,419-60.5% |
| Participation rate | 89.5% | 64.9%+24.6pp | 69.0%+20.5pp | 70.7%+18.8pp |
| Annual return | 17.05% | 22.64%-5.6pp | 1168.45%-1151.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,389 | $1,210+14.8% | $2,380-41.6% | $2,637-47.3% |
| Participant deferral / active EE | $1,739 | $3,234-46.2% | $3,985-56.4% | $4,528-61.6% |
| Admin fee / account holder | $70 | $551-87.4% | $6,852-99.0% | $348-80.0% |