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: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $73,611 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,909 |
THE RETIREMENT ADVANTAGE INC9+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $7,927 |
Service code 10 1233 N MAYFAIR RD STE 302 · MILWAUKEE, WI 532263255 | Accounting | $7,100 |
Service code 13 | Contract Administrator | $3,460 |
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 | $91,007 | $76,050+19.7% | $96,544-5.7% | $71,457+27.4% |
| Participation rate | 85.1% | 74.4%+10.7pp | 76.0%+9.2pp | 67.9%+17.2pp |
| Annual return | 14.86% | 22.81%-7.9pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $4,268 | $2,244+90.2% | $2,965+44.0% | $2,588+65.0% |
| Participant deferral / active EE | $4,872 | $4,215+15.6% | $4,851+0.4% | $4,289+13.6% |
| Admin fee / account holder | $402 | $2,707-85.2% | $8,252-95.1% | $1,587-74.7% |