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) | $18,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $5,094 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $88 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,782 | $65,557+183.4% | $64,056+190.0% | $71,457+160.0% |
| Participation rate | 98.0% | 73.2%+24.9pp | 72.3%+25.7pp | 67.9%+30.1pp |
| Annual return | 12.24% | 18.94%-6.7pp | 33.69%-21.4pp | 28.85%-16.6pp |
| Employer contribution / active EE | $5,391 | $2,669+102.0% | $2,747+96.3% | $2,588+108.3% |
| Participant deferral / active EE | $7,109 | $3,626+96.1% | $3,880+83.2% | $4,289+65.8% |
| Admin fee / account holder | $89 | $616-85.6% | $3,068-97.1% | $1,587-94.4% |