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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $92,637 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $133,490 | $119,446+11.8% | $150,045-11.0% | $85,563+56.0% |
| Participation rate | 94.8% | 75.4%+19.3pp | 82.3%+12.4pp | 66.0%+28.8pp |
| Annual return | 13.63% | 23.72%-10.1pp | 62.55%-48.9pp | 31.51%-17.9pp |
| Employer contribution / active EE | $4,437 | $4,078+8.8% | $4,693-5.5% | $2,654+67.2% |
| Participant deferral / active EE | $9,999 | $7,985+25.2% | $7,997+25.0% | $4,375+128.5% |
| Admin fee / account holder | $288 | $548-47.3% | $13,435-97.9% | $834-65.4% |