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 | $94,868 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $45,266 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,287 |
SUNTRUST BANKS, INC.1 year Filed as: SCOTT DUFEK Service code 10 200 S EXECUTIVE DR · BROOKFIELD, WI 53005 | Accounting | $7,500 |
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 | $88,571 | $42,886+106.5% | $88,946-0.4% | $85,563+3.5% |
| Participation rate | 94.5% | 37.9%+56.6pp | 68.8%+25.6pp | 66.0%+28.5pp |
| Annual return | 17.24% | 44.56%-27.3pp | 57.82%-40.6pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,709 | $1,147+49.0% | $2,555-33.1% | $2,654-35.6% |
| Participant deferral / active EE | $5,558 | $2,108+163.7% | $4,581+21.3% | $4,375+27.0% |
| Admin fee / account holder | $488 | $2,263-78.4% | $8,261-94.1% | $834-41.5% |