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 7-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,686 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $13,975 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,098 | $81,248-64.2% | $155,509-81.3% | $80,856-64.0% |
| Participation rate | 77.5% | 66.2%+11.3pp | 78.2%-0.7pp | 67.6%+9.9pp |
| Annual return | 10.96% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,581 | $3,100-16.7% | $4,672-44.8% | $2,755-6.3% |
| Participant deferral / active EE | $4,418 | $3,452+28.0% | $5,626-21.5% | $4,296+2.8% |
| Admin fee / account holder | $215 | $7,997-97.3% | $15,912-98.6% | $6,918-96.9% |