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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,469 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $21,238 |
M HOLDING SECURITIES, INC.3 years Filed as: P&M HOLDING GROUP LLP DBA PLANTE & Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $16,556 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,912 | $104,919-61.0% | $116,228-64.8% | $85,563-52.2% |
| Participation rate | 91.8% | 78.6%+13.2pp | 74.6%+17.3pp | 66.0%+25.9pp |
| Annual return | 13.51% | 15.38%-1.9pp | 90.06%-76.5pp | 31.51%-18.0pp |
| Employer contribution / active EE | $2,233 | $3,485-35.9% | $2,994-25.4% | $2,654-15.8% |
| Participant deferral / active EE | $1,931 | $5,306-63.6% | $4,953-61.0% | $4,375-55.9% |
| Admin fee / account holder | $58 | $429-86.5% | $11,989-99.5% | $834-93.1% |