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 Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,708 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,974 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,397 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 10100 INNOVATION DRIVE · MIAMISBURG, OH 45342 | Accounting | $12,000 |
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 | $120,238 | $85,515+40.6% | $112,040+7.3% | $67,986+76.9% |
| Participation rate | 83.3% | 68.2%+15.1pp | 76.5%+6.8pp | 57.2%+26.1pp |
| Annual return | 14.79% | 29.68%-14.9pp | 24.52%-9.7pp | 31.67%-16.9pp |
| Employer contribution / active EE | $2,402 | $2,191+9.6% | $2,954-18.7% | $2,019+19.0% |
| Participant deferral / active EE | $5,758 | $4,014+43.4% | $5,098+12.9% | $3,358+71.5% |
| Admin fee / account holder | $466 | $3,774-87.6% | $12,098-96.1% | $3,203-85.4% |