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 | $48,499 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $34,920 |
PENSION FINANCIAL SERVICES, INC.10+ years Filed as: PENSION FINANCIAL SERVICES Service code 13 | Contract Administrator | $10,000 |
APRIO LLP3 years Service code 10 P. O. BOX 117310 · ATLANTA, GA 30368 | Accounting | $3,983 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Contract Administrator | $0 |
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 | $83,177 | $88,890-6.4% | $102,423-18.8% | $77,643+7.1% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.5%+20.7pp | 70.6%+26.7pp |
| Annual return | 10.91% | 24.98%-14.1pp | 29.32%-18.4pp | 31.24%-20.3pp |
| Employer contribution / active EE | $3,143 | $2,698+16.5% | $3,023+3.9% | $2,726+15.3% |
| Participant deferral / active EE | $4,839 | $5,145-6.0% | $5,053-4.2% | $4,647+4.1% |
| Admin fee / account holder | $306 | $235+30.0% | $9,451-96.8% | $430-28.9% |