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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,274 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 · EIN 51-0116113 | Other Commissions | $29,615 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,167 | $55,415-11.3% | $155,509-68.4% | $74,495-34.0% |
| Participation rate | 96.4% | 61.9%+34.5pp | 78.2%+18.2pp | 67.2%+29.2pp |
| Annual return | 14.21% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,521 | $2,267-32.9% | $4,672-67.4% | $2,623-42.0% |
| Participant deferral / active EE | $3,095 | $2,836+9.1% | $5,626-45.0% | $4,346-28.8% |
| Admin fee / account holder | $180 | $1,738-89.7% | $15,912-98.9% | $1,942-90.7% |