Filed October 6, 2025 (most recent of 2 filings on file)
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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $58,817 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $53,171 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $184,856 | $132,049+40.0% | $200,582-7.8% | $74,304+148.8% |
| Participation rate | 84.7% | 84.1%+0.6pp | 86.9%-2.2pp | 60.3%+24.3pp |
| Annual return | 17.48% | 22.22%-4.7pp | 42.33%-24.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $5,037 | $4,558+10.5% | $6,419-21.5% | $2,241+124.8% |
| Participant deferral / active EE | $8,922 | $7,213+23.7% | $9,331-4.4% | $3,767+136.8% |
| Admin fee / account holder | $783 | $2,405-67.4% | $16,305-95.2% | $2,969-73.6% |