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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $25,000 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 10100 INNOVATION DRIVE · MIAMISBURG, OH 45342 | Accounting | $18,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,433 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,436 | $67,984+234.5% | $65,493+247.3% | $74,304+206.1% |
| Participation rate | 98.6% | 66.3%+32.3pp | 73.1%+25.5pp | 60.3%+38.2pp |
| Annual return | 13.47% | 19.87%-6.4pp | 982.45%-969.0pp | 29.43%-16.0pp |
| Employer contribution / active EE | $5,648 | $2,491+126.7% | $2,574+119.4% | $2,241+152.0% |
| Participant deferral / active EE | $8,104 | $3,346+142.2% | $3,961+104.6% | $3,767+115.1% |
| Admin fee / account holder | $225 | $1,373-83.6% | $5,028-95.5% | $2,969-92.4% |