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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,676 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $33,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,912 | $45,031+28.6% | $84,966-31.8% | $77,643-25.4% |
| Participation rate | 55.6% | 48.7%+6.9pp | 67.5%-11.9pp | 70.6%-15.0pp |
| Annual return | 15.16% | 79.22%-64.1pp | 66.38%-51.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,982 | $1,609+23.2% | $2,727-27.3% | $2,726-27.3% |
| Participant deferral / active EE | $3,134 | $2,807+11.6% | $4,519-30.6% | $4,647-32.6% |
| Admin fee / account holder | $297 | $912-67.4% | $6,149-95.2% | $430-30.9% |