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) | $53,142 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $603 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $189,304 | $82,978+128.1% | $129,995+45.6% | $71,457+164.9% |
| Participation rate | 85.7% | 74.1%+11.6pp | 78.5%+7.2pp | 67.9%+17.8pp |
| Annual return | 18.43% | 20.60%-2.2pp | -137.18%+155.6pp | 28.85%-10.4pp |
| Employer contribution / active EE | $2,344 | $2,622-10.6% | $4,320-45.7% | $2,588-9.4% |
| Participant deferral / active EE | $6,750 | $4,432+52.3% | $5,820+16.0% | $4,289+57.4% |
| Admin fee / account holder | $320 | $1,729-81.5% | $10,614-97.0% | $1,587-79.8% |