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 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $131,098 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $116,870 |
Filed as: TURNER, STONER & COMPANY, LLP Service code 27 12700 PARK CENTRAL DR STE 1400 · DALLAS, TX 75251 | Advisory (Plan) | $32,000 |
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 | $258,488 | $89,808+187.8% | $100,391+157.5% | $77,643+232.9% |
| Participation rate | 90.4% | 81.2%+9.2pp | 81.5%+8.9pp | 70.6%+19.8pp |
| Annual return | 15.94% | 20.62%-4.7pp | 49.20%-33.3pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,273 | $3,039-25.2% | $3,942-42.3% | $2,726-16.6% |
| Participant deferral / active EE | $13,248 | $8,284+59.9% | $8,082+63.9% | $4,647+185.1% |
| Admin fee / account holder | $287 | $174+64.8% | $7,899-96.4% | $430-33.2% |