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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $17,684 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,222 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $3,368 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,026 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $1,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,860 | $65,061-75.6% | $143,757-89.0% | $66,914-76.3% |
| Participation rate | 95.0% | 65.2%+29.8pp | 80.3%+14.7pp | 69.8%+25.2pp |
| Annual return | -15.87% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,469 | $2,361-37.8% | $4,951-70.3% | $2,544-42.2% |
| Participant deferral / active EE | $2,241 | $2,919-23.2% | $5,637-60.2% | $4,237-47.1% |
| Admin fee / account holder | $23 | $502-95.4% | $14,673-99.8% | $593-96.1% |