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: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $15,872 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,462 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,419 |
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 | $61,945 | $101,499-39.0% | $147,005-57.9% | $74,546-16.9% |
| Participation rate | 69.0% | 75.5%-6.5pp | 82.2%-13.2pp | 67.2%+1.8pp |
| Annual return | 17.86% | 8732.34%-8714.5pp | 418.76%-400.9pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $3,098 | $3,811-18.7% | $4,934-37.2% | $2,624+18.1% |
| Participant deferral / active EE | $7,248 | $7,304-0.8% | $8,070-10.2% | $4,347+66.7% |
| Admin fee / account holder | $131 | $1,748-92.5% | $13,006-99.0% | $1,944-93.3% |