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 BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $81,304 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,691 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,188 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,579 | $79,171+277.1% | $102,423+191.5% | $74,495+300.8% |
| Participation rate | 85.5% | 74.8%+10.7pp | 76.5%+9.0pp | 67.2%+18.3pp |
| Annual return | 11.15% | 54.93%-43.8pp | 29.32%-18.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $9,332 | $2,362+295.0% | $3,023+208.7% | $2,623+255.8% |
| Participant deferral / active EE | $3,836 | $4,415-13.1% | $5,053-24.1% | $4,346-11.7% |
| Admin fee / account holder | $759 | $2,001-62.1% | $9,451-92.0% | $1,942-60.9% |