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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,139 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $20,192 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $7,832 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,129 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 · EIN 51-0116113 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,638 | $50,982+7.2% | $154,803-64.7% | $85,563-36.1% |
| Participation rate | 78.1% | 59.8%+18.4pp | 78.1%+0.1pp | 66.0%+12.2pp |
| Annual return | 12.78% | 30.35%-17.6pp | 58.88%-46.1pp | 31.51%-18.7pp |
| Employer contribution / active EE | $1,296 | $1,708-24.2% | $4,305-69.9% | $2,654-51.2% |
| Participant deferral / active EE | $2,701 | $2,474+9.2% | $5,540-51.3% | $4,375-38.3% |
| Admin fee / account holder | $175 | $846-79.4% | $14,329-98.8% | $834-79.1% |