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 BARNEY3+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $20,927 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,155 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,669 | $51,466+4.3% | $78,778-31.9% | $62,292-13.8% |
| Participation rate | 48.5% | 59.8%-11.3pp | 69.2%-20.7pp | 69.5%-21.0pp |
| Annual return | 13.18% | 19.96%-6.8pp | 35.62%-22.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $330 | $827-60.1% | $1,986-83.4% | $2,042-83.8% |
| Participant deferral / active EE | $2,100 | $2,147-2.2% | $2,958-29.0% | $3,169-33.7% |
| Admin fee / account holder | $212 | $489-56.7% | $5,134-95.9% | $479-55.8% |