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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $157,154 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $46,000 |
HOWARD SIMON & ASSOCIATES, INC.9+ years Service code 13 PO BOX 2549 · NORTHBROOK, IL 600652549 | Contract Administrator | $34,042 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $71,956 | $47,126+52.7% | $149,673-51.9% | $74,419-3.3% |
| Participation rate | 41.7% | 63.4%-21.7pp | 78.8%-37.1pp | 70.7%-29.1pp |
| Annual return | 10.70% | 22.75%-12.1pp | 134.42%-123.7pp | 34.38%-23.7pp |
| Employer contribution / active EE | $473 | $1,905-75.1% | $4,818-90.2% | $2,637-82.0% |
| Participant deferral / active EE | $737 | $2,728-73.0% | $5,680-87.0% | $4,528-83.7% |
| Admin fee / account holder | $610 | $343+77.9% | $13,210-95.4% | $348+75.3% |