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 | $36,991 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $11,409 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $9,286 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $3,494 |
Service code 10 50 WASHINGTON ST · WESTBOROUGH, MA 01581 | Accounting | $1,500 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $345 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,298 | $61,272-62.0% | $149,673-84.4% | $71,457-67.4% |
| Participation rate | 81.7% | 62.5%+19.2pp | 78.8%+2.9pp | 67.9%+13.8pp |
| Annual return | 12.24% | 35.85%-23.6pp | 134.42%-122.2pp | 28.85%-16.6pp |
| Employer contribution / active EE | $174 | $2,378-92.7% | $4,818-96.4% | $2,588-93.3% |
| Participant deferral / active EE | $2,324 | $2,917-20.3% | $5,680-59.1% | $4,289-45.8% |
| Admin fee / account holder | $166 | $1,261-86.8% | $13,210-98.7% | $1,587-89.5% |