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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $32,161 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,169 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,762 | $59,417+12.4% | $93,606-28.7% | $74,495-10.4% |
| Participation rate | 53.9% | 59.7%-5.7pp | 68.7%-14.8pp | 67.2%-13.3pp |
| Annual return | 13.53% | 81.83%-68.3pp | 133.20%-119.7pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $268 | $1,264-78.8% | $2,420-88.9% | $2,623-89.8% |
| Participant deferral / active EE | $2,866 | $3,050-6.0% | $4,411-35.0% | $4,346-34.1% |
| Admin fee / account holder | $405 | $3,021-86.6% | $8,285-95.1% | $1,942-79.1% |