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 8-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 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 |
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 | $73,241 | $108,549-32.5% | $156,263-53.1% | $85,563-14.4% |
| Participation rate | 95.5% | 77.1%+18.4pp | 78.9%+16.6pp | 66.0%+29.5pp |
| Annual return | 12.42% | 21.79%-9.4pp | 59.47%-47.1pp | 31.51%-19.1pp |
| Employer contribution / active EE | $2,052 | $2,690-23.7% | $4,333-52.6% | $2,654-22.7% |
| Participant deferral / active EE | $5,715 | $4,800+19.1% | $6,158-7.2% | $4,375+30.6% |
| Admin fee / account holder | $194 | $650-70.2% | $14,255-98.6% | $834-76.8% |