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 |
|---|---|---|
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Contract Administrator | $98,203 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $23,720 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $5,373 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,865 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $297 |
Filed as: MORGAN STANLEY INSURACE Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY4 years Service code 55 1 NEW YORK PLAZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $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 | $34,410 | $47,126-27.0% | $149,673-77.0% | $74,419-53.8% |
| Participation rate | 71.9% | 63.4%+8.5pp | 78.8%-6.9pp | 70.7%+1.2pp |
| Annual return | 12.28% | 22.75%-10.5pp | 134.42%-122.1pp | 34.38%-22.1pp |
| Employer contribution / active EE | $1,611 | $1,905-15.4% | $4,818-66.6% | $2,637-38.9% |
| Participant deferral / active EE | $1,677 | $2,728-38.5% | $5,680-70.5% | $4,528-63.0% |
| Admin fee / account holder | $15 | $343-95.5% | $13,210-99.9% | $348-95.6% |