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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,519 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $19,542 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 13 · EIN 39-1915811 5117 GREEN BAY ROAD STE B · KENOSHA, WI 531443737 | Contract Administrator | $13,337 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,453 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $594 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,094 | $79,171-14.0% | $102,423-33.5% | $74,495-8.6% |
| Participation rate | 91.0% | 74.8%+16.2pp | 76.5%+14.5pp | 67.2%+23.8pp |
| Annual return | 10.51% | 54.93%-44.4pp | 29.32%-18.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,894 | $2,362-19.8% | $3,023-37.4% | $2,623-27.8% |
| Participant deferral / active EE | $4,404 | $4,415-0.2% | $5,053-12.8% | $4,346+1.3% |
| Admin fee / account holder | $347 | $2,001-82.7% | $9,451-96.3% | $1,942-82.1% |