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 | $68,761 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,164 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,964 |
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 | $67,467 | $34,677+94.6% | $77,024-12.4% | $64,808+4.1% |
| Participation rate | 90.8% | 49.8%+41.0pp | 67.9%+22.9pp | 71.5%+19.3pp |
| Annual return | -14.29% | -5.33%-9.0pp | 42.32%-56.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $757 | $1,370-44.7% | $2,812-73.1% | $2,506-69.8% |
| Participant deferral / active EE | $4,044 | $2,556+58.2% | $4,426-8.6% | $4,310-6.2% |
| Admin fee / account holder | $404 | $179+126.4% | $5,425-92.5% | $188+115.2% |