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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 55 | Other Commissions | $62,288 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 99 · EIN 58-1250486 | Other Fees | $31,500 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $12,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,643 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,750 |
Service code 55 1 NEW YORK PLAZA, FLOOR 12 · NEW YORK, NY 100041901 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,073 | $61,272+211.8% | $149,673+27.7% | $71,457+167.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.10% | 35.85%-18.7pp | 134.42%-117.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $14,097 | $2,378+492.7% | $4,818+192.6% | $2,588+444.8% |
| Participant deferral / active EE | $8,466 | $2,917+190.2% | $5,680+49.0% | $4,289+97.4% |
| Admin fee / account holder | $131 | $1,261-89.6% | $13,210-99.0% | $1,587-91.7% |