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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,282 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $15,091 |
Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $3,407 |
Filed as: MORGAN STANLEY INVESTMENT SERVICES Service code 55 | Other Commissions | $494 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOORD VILLAGE, CO 80111 | Investment Management | $318 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,643 | $51,045+11.0% | $70,515-19.7% | $71,457-20.7% |
| Participation rate | 45.9% | 59.4%-13.5pp | 68.3%-22.5pp | 67.9%-22.0pp |
| Annual return | 11.57% | 42.63%-31.1pp | 32.77%-21.2pp | 28.85%-17.3pp |
| Employer contribution / active EE | $909 | $1,790-49.3% | $2,973-69.4% | $2,588-64.9% |
| Participant deferral / active EE | $1,858 | $3,026-38.6% | $4,567-59.3% | $4,289-56.7% |
| Admin fee / account holder | $339 | $1,994-83.0% | $6,412-94.7% | $1,587-78.7% |