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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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $100,064 |
UBS FINANCIAL SERVICES INC11+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,897 |
Filed as: MORGAN STANLEY Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $34,167 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Service code 28 · EIN 36-3429599 | Investment Management | $7,529 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,310 | $71,964+253.4% | $167,512+51.8% | $85,563+197.2% |
| Participation rate | 97.8% | 61.0%+36.9pp | 77.1%+20.8pp | 66.0%+31.9pp |
| Annual return | 14.79% | 18.83%-4.0pp | 1615.79%-1601.0pp | 31.51%-16.7pp |
| Employer contribution / active EE | $6,458 | $1,875+244.5% | $3,882+66.4% | $2,654+143.4% |
| Participant deferral / active EE | $13,780 | $4,110+235.3% | $6,405+115.2% | $4,375+214.9% |
| Admin fee / account holder | $210 | $815-74.3% | $9,769-97.9% | $834-74.9% |