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 | $44,074 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $40,862 |
PENSION FINANCIAL SERVICES, INC.9+ years Filed as: PENSION FINANCIAL SERVICES Service code 13 | Contract Administrator | $10,000 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Contract Administrator | $0 |
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 | $75,451 | $99,078-23.8% | $96,544-21.8% | $74,419+1.4% |
| Participation rate | 96.5% | 80.7%+15.8pp | 76.0%+20.5pp | 70.7%+25.7pp |
| Annual return | 12.70% | 22.48%-9.8pp | 25.84%-13.1pp | 34.38%-21.7pp |
| Employer contribution / active EE | $2,591 | $2,570+0.8% | $2,965-12.6% | $2,637-1.8% |
| Participant deferral / active EE | $4,176 | $4,933-15.3% | $4,851-13.9% | $4,528-7.8% |
| Admin fee / account holder | $284 | $225+26.4% | $8,252-96.6% | $348-18.4% |