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 | $25,316 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $22,230 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $647 |
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 | $33,526 | $49,915-32.8% | $154,803-78.3% | $74,304-54.9% |
| Participation rate | 94.6% | 54.0%+40.6pp | 78.1%+16.5pp | 60.3%+34.2pp |
| Annual return | 9.44% | 34.06%-24.6pp | 58.88%-49.4pp | 29.43%-20.0pp |
| Employer contribution / active EE | $2,271 | $1,611+41.0% | $4,305-47.3% | $2,241+1.3% |
| Participant deferral / active EE | $2,971 | $2,255+31.8% | $5,540-46.4% | $3,767-21.1% |
| Admin fee / account holder | $109 | $2,189-95.0% | $14,329-99.2% | $2,969-96.3% |