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 5-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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,328 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $3,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,014 | $50,815+24.0% | $155,509-59.5% | $77,643-18.8% |
| Participation rate | 70.5% | 63.1%+7.4pp | 78.2%-7.7pp | 70.6%-0.1pp |
| Annual return | 15.99% | 34.80%-18.8pp | 64.67%-48.7pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,909 | $1,993-4.2% | $4,672-59.2% | $2,726-30.0% |
| Participant deferral / active EE | $11,794 | $2,822+317.9% | $5,626+109.6% | $4,647+153.8% |
| Admin fee / account holder | $52 | $437-88.2% | $15,912-99.7% | $430-88.0% |