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 BARNEY4+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $17,462 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,593 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,556 | $35,485+39.7% | $74,550-33.5% | $55,725-11.1% |
| Participation rate | 47.6% | 62.5%-14.9pp | 69.1%-21.5pp | 70.9%-23.2pp |
| Annual return | -5.14% | 0.72%-5.9pp | 32.53%-37.7pp | 244.93%-250.1pp |
| Employer contribution / active EE | $327 | $777-57.9% | $1,961-83.3% | $2,078-84.2% |
| Participant deferral / active EE | $2,022 | $2,181-7.3% | $3,108-35.0% | $3,356-39.8% |
| Admin fee / account holder | $185 | $114+61.4% | $5,060-96.4% | $115+60.3% |