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: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $79,216 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,273 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,287 | $95,274+1.1% | $135,903-29.1% | $74,419+29.4% |
| Participation rate | 94.8% | 78.2%+16.6pp | 81.9%+12.9pp | 70.7%+24.1pp |
| Annual return | 18.00% | 32.77%-14.8pp | 68.23%-50.2pp | 34.38%-16.4pp |
| Employer contribution / active EE | $3,335 | $3,874-13.9% | $4,856-31.3% | $2,637+26.4% |
| Participant deferral / active EE | $9,423 | $7,782+21.1% | $7,758+21.5% | $4,528+108.1% |
| Admin fee / account holder | $284 | $266+6.8% | $10,762-97.4% | $348-18.3% |