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 | $78,469 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $57,196 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,422 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $109,850 | $84,784+29.6% | $98,439+11.6% | $74,419+47.6% |
| Participation rate | 87.6% | 81.5%+6.1pp | 75.2%+12.4pp | 70.7%+16.9pp |
| Annual return | 21.37% | 20.59%+0.8pp | 21.16%+0.2pp | 34.38%-13.0pp |
| Employer contribution / active EE | $4,197 | $3,364+24.7% | $3,048+37.7% | $2,637+59.1% |
| Participant deferral / active EE | $8,691 | $5,218+66.6% | $4,738+83.4% | $4,528+91.9% |
| Admin fee / account holder | $493 | $204+141.3% | $8,948-94.5% | $348+41.9% |