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 LIFE & ANNUITY INSURANCE CO Service code 50 · EIN 84-0467907 | Direct Payment | $61,757 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $35,000 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $35,000 |
ASHER KELLY4 years Filed as: ASHER KELLY PLLC Service code 29 · EIN 84-3379113 | Legal | $26,498 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $173,766 | $88,480+96.4% | $96,683+79.7% | $80,160+116.8% |
| Participation rate | 76.9% | 79.9%-3.0pp | 74.3%+2.6pp | 72.9%+4.0pp |
| Annual return | 11.71% | 22.53%-10.8pp | 35.69%-24.0pp | 40.38%-28.7pp |
| Employer contribution / active EE | $5,788 | $4,176+38.6% | $3,737+54.9% | $2,978+94.4% |
| Participant deferral / active EE | $150 | $3,959-96.2% | $4,878-96.9% | $5,017-97.0% |
| Admin fee / account holder | $495 | $212+133.7% | $6,730-92.6% | $145+241.4% |