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 | $175,633 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $126,888 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 4040 W BOY SCOUT BLVD · TAMPA, FL 33607 | Accounting | $32,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $891,534 | $119,446+646.4% | $150,045+494.2% | $85,563+942.0% |
| Participation rate | 96.0% | 75.4%+20.6pp | 82.3%+13.7pp | 66.0%+30.0pp |
| Annual return | 10.46% | 23.72%-13.3pp | 62.55%-52.1pp | 31.51%-21.1pp |
| Employer contribution / active EE | $21,695 | $4,078+432.0% | $4,693+362.3% | $2,654+717.6% |
| Participant deferral / active EE | $16,915 | $7,985+111.8% | $7,997+111.5% | $4,375+286.6% |
| Admin fee / account holder | $750 | $548+37.0% | $13,435-94.4% | $834-10.1% |