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 4-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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $48,252 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,559 | $132,049-31.4% | $200,582-54.9% | $74,304+21.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 23.37% | 22.22%+1.2pp | 42.33%-19.0pp | 29.43%-6.1pp |
| Employer contribution / active EE | $5,100 | $4,558+11.9% | $6,419-20.5% | $2,241+127.6% |
| Participant deferral / active EE | $10,440 | $7,213+44.7% | $9,331+11.9% | $3,767+177.1% |
| Admin fee / account holder | $140 | $2,405-94.2% | $16,305-99.1% | $2,969-95.3% |