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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,524 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,279 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,192 |
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 | $67,356 | $40,385+66.8% | $80,569-16.4% | $74,419-9.5% |
| Participation rate | 93.8% | 47.4%+46.4pp | 67.0%+26.8pp | 70.7%+23.1pp |
| Annual return | 16.19% | 164.85%-148.7pp | 935.43%-919.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $914 | $1,496-38.9% | $2,723-66.4% | $2,637-65.3% |
| Participant deferral / active EE | $4,432 | $2,674+65.7% | $4,447-0.3% | $4,528-2.1% |
| Admin fee / account holder | $355 | $720-50.7% | $5,377-93.4% | $348+2.0% |