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 | $24,739 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $20,712 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,619 |
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 | $43,201 | $49,915-13.5% | $154,803-72.1% | $74,304-41.9% |
| Participation rate | 91.9% | 54.0%+37.9pp | 78.1%+13.8pp | 60.3%+31.5pp |
| Annual return | 11.20% | 34.06%-22.9pp | 58.88%-47.7pp | 29.43%-18.2pp |
| Employer contribution / active EE | $2,493 | $1,611+54.7% | $4,305-42.1% | $2,241+11.2% |
| Participant deferral / active EE | $2,810 | $2,255+24.6% | $5,540-49.3% | $3,767-25.4% |
| Admin fee / account holder | $203 | $2,189-90.7% | $14,329-98.6% | $2,969-93.2% |