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 INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,485 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $45,649 |
APRIO LLP1 year Service code 10 5 CONCOURSE PKY STE 1000 · ATLANTA, GA 30328 | Accounting | $20,330 |
PENSION FINANCIAL SERVICES, INC.8+ years Filed as: PENSION FINANCIAL SERVICES Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 300965585 | Contract Administrator | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,070 | $65,435+5.6% | $86,677-20.3% | $66,914+3.2% |
| Participation rate | 96.2% | 75.5%+20.7pp | 76.6%+19.6pp | 69.8%+26.4pp |
| Annual return | -13.01% | -10.89%-2.1pp | 35.91%-48.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,873 | $2,153+33.4% | $2,836+1.3% | $2,544+12.9% |
| Participant deferral / active EE | $4,367 | $4,100+6.5% | $4,656-6.2% | $4,237+3.1% |
| Admin fee / account holder | $386 | $642-39.9% | $7,493-94.9% | $593-35.0% |