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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,171 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $14,332 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,258 |
CINCINNATI ASSET MANAGEMENT1 year Filed as: CINCINNATI FINANCIAL CORPORATION Service code 99 PO BOX 145620 · CINCINNATI, OH 452505620 | Other Fees | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,012 | $64,871-29.1% | $129,110-64.4% | $66,914-31.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.3%+22.7pp | 69.8%+30.2pp |
| Annual return | -15.24% | -12.21%-3.0pp | -10.94%-4.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,248 | $3,741-66.6% | $5,052-75.3% | $2,544-51.0% |
| Participant deferral / active EE | $3,547 | $5,090-30.3% | $6,542-45.8% | $4,237-16.3% |
| Admin fee / account holder | $95 | $629-84.9% | $14,302-99.3% | $593-84.0% |