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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $79,988 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · VILLAGE, CO 80111 | Recordkeeping Fees | $35,942 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,125 |
THE BENEFIT PRACTICE8 years Service code 13 1055 WASHINGTON BLVD. SUITE 540 · STAMFORD, CT 06901 | Contract Administrator | $6,000 |
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 | $243,911 | $122,239+99.5% | $184,203+32.4% | $74,495+227.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 17.01% | 19.95%-2.9pp | 28.81%-11.8pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $20,233 | $4,537+345.9% | $6,427+214.8% | $2,623+671.4% |
| Participant deferral / active EE | $16,949 | $7,139+137.4% | $9,131+85.6% | $4,346+290.0% |
| Admin fee / account holder | $547 | $1,260-56.6% | $13,901-96.1% | $1,942-71.8% |