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 | $87,870+36.8% | $113,168+6.2% | $74,304+61.8% |
| Participation rate | 83.3% | 70.7%+12.6pp | 76.6%+6.8pp | 60.3%+23.0pp |
| Annual return | 14.79% | 26.44%-11.7pp | 24.27%-9.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,402 | $2,277+5.5% | $2,975-19.3% | $2,241+7.2% |
| Participant deferral / active EE | $5,758 | $4,241+35.8% | $5,107+12.7% | $3,767+52.8% |
| Admin fee / account holder | $466 | $3,368-86.2% | $12,068-96.1% | $2,969-84.3% |