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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,515 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: J P MORGAN BROKER-DEALER HOLDINGS I Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 101720003 | Advisory (Plan) | $37,855 |
Employer contribution per participant 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 | $35,928 | $50,815-29.3% | $155,509-76.9% | $77,643-53.7% |
| Participation rate | 89.8% | 63.1%+26.7pp | 78.2%+11.6pp | 70.6%+19.3pp |
| Annual return | 13.58% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,740 | $2,822+32.5% | $5,626-33.5% | $4,647-19.5% |
| Admin fee / account holder | $179 | $437-58.9% | $15,912-98.9% | $430-58.3% |