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 | $136,462 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $92,792 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,187 | $84,000-67.6% | $119,609-77.3% | $77,904-65.1% |
| Participation rate | 90.3% | 77.8%+12.5pp | 79.3%+11.1pp | 73.7%+16.6pp |
| Annual return | -15.06% | -11.59%-3.5pp | -14.97%-0.1pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,728 | $2,907-40.5% | $4,232-59.2% | $2,848-39.3% |
| Participant deferral / active EE | $4,291 | $4,705-8.8% | $5,602-23.4% | $4,806-10.7% |
| Admin fee / account holder | $144 | $116+24.1% | $10,323-98.6% | $133+8.4% |