Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $105,533 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $84,797 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,241 | $116,081-36.9% | $156,181-53.1% | $79,634-8.0% |
| Participation rate | 95.5% | 75.6%+19.9pp | 78.8%+16.7pp | 62.5%+33.0pp |
| Annual return | 12.42% | 15.89%-3.5pp | 64.87%-52.5pp | 36.46%-24.0pp |
| Employer contribution / active EE | $2,052 | $2,828-27.4% | $4,294-52.2% | $2,529-18.9% |
| Participant deferral / active EE | $5,715 | $4,584+24.7% | $6,132-6.8% | $3,835+49.0% |
| Admin fee / account holder | $194 | $854-77.3% | $14,586-98.7% | $1,002-80.7% |