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 | $41,924 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $28,483 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,313 |
JGD & ASSOCIATES LLP4 years Service code 99 9191 TOWNE CENTER DR STE 340 · SAN DIEGO, CA 92122 | Other Fees | $14,250 |
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 | $90,472 | $88,360+2.4% | $145,433-37.8% | $67,986+33.1% |
| Participation rate | 96.7% | 65.5%+31.2pp | 82.1%+14.5pp | 57.2%+39.5pp |
| Annual return | 19.18% | 63.15%-44.0pp | 66.58%-47.4pp | 31.67%-12.5pp |
| Employer contribution / active EE | $4,246 | $3,054+39.0% | $4,554-6.8% | $2,019+110.3% |
| Participant deferral / active EE | $9,727 | $5,932+64.0% | $7,897+23.2% | $3,358+189.7% |
| Admin fee / account holder | $389 | $3,313-88.3% | $13,129-97.0% | $3,203-87.9% |