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 | $100,923-10.4% | $150,045-39.7% | $74,304+21.8% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.3%+14.3pp | 60.3%+36.3pp |
| Annual return | 19.18% | 51.77%-32.6pp | 62.55%-43.4pp | 29.43%-10.2pp |
| Employer contribution / active EE | $4,246 | $3,463+22.6% | $4,693-9.5% | $2,241+89.5% |
| Participant deferral / active EE | $9,727 | $6,709+45.0% | $7,997+21.6% | $3,767+158.2% |
| Admin fee / account holder | $389 | $2,767-85.9% | $13,435-97.1% | $2,969-86.9% |