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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 4040 W BOY SCOUT BLVD · TAMPA, FL 33607 | Accounting | $32,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,746 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $7,302 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,370 | $100,923+52.0% | $150,045+2.2% | $74,304+106.4% |
| Participation rate | 86.1% | 70.1%+16.1pp | 82.3%+3.8pp | 60.3%+25.8pp |
| Annual return | 4.30% | 51.77%-47.5pp | 62.55%-58.2pp | 29.43%-25.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $20,177 | $6,709+200.7% | $7,997+152.3% | $3,767+435.6% |
| Admin fee / account holder | $348 | $2,767-87.4% | $13,435-97.4% | $2,969-88.3% |