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 | $48,162 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $25,987 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $5,936 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $335 |
Employer contribution per participant 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 | $24,514 | $50,815-51.8% | $155,509-84.2% | $77,643-68.4% |
| Participation rate | 82.2% | 63.1%+19.1pp | 78.2%+4.0pp | 70.6%+11.6pp |
| Annual return | 19.49% | 34.80%-15.3pp | 64.67%-45.2pp | 31.24%-11.7pp |
| Employer contribution / active EE | $173 | $1,993-91.3% | $4,672-96.3% | $2,726-93.7% |
| Participant deferral / active EE | $2,080 | $2,822-26.3% | $5,626-63.0% | $4,647-55.2% |
| Admin fee / account holder | $213 | $437-51.3% | $15,912-98.7% | $430-50.5% |