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) | $21,110 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,282 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,166 |
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 | $68,935 | $85,515-19.4% | $112,040-38.5% | $67,986+1.4% |
| Participation rate | 96.1% | 68.2%+27.8pp | 76.5%+19.6pp | 57.2%+38.9pp |
| Annual return | 17.55% | 29.68%-12.1pp | 24.52%-7.0pp | 31.67%-14.1pp |
| Employer contribution / active EE | $2,704 | $2,191+23.4% | $2,954-8.4% | $2,019+34.0% |
| Participant deferral / active EE | $5,801 | $4,014+44.5% | $5,098+13.8% | $3,358+72.7% |
| Admin fee / account holder | $300 | $3,774-92.0% | $12,098-97.5% | $3,203-90.6% |