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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,206 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $25,716 |
MORGAN STANLEY SMITH BARNEY3 years Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 100041901 | Other Commissions | $16,346 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,614 |
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 | $42,702 | $79,171-46.1% | $102,423-58.3% | $74,495-42.7% |
| Participation rate | 93.3% | 74.8%+18.5pp | 76.5%+16.8pp | 67.2%+26.1pp |
| Annual return | 11.05% | 54.93%-43.9pp | 29.32%-18.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $922 | $2,362-61.0% | $3,023-69.5% | $2,623-64.8% |
| Participant deferral / active EE | $3,076 | $4,415-30.3% | $5,053-39.1% | $4,346-29.2% |
| Admin fee / account holder | $388 | $2,001-80.6% | $9,451-95.9% | $1,942-80.0% |