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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $57,383 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $55,000 |
BDO USA, LLP1 year Filed as: BDO USA P.C. Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $25,500 |
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 | $177,056 | $129,021+37.2% | $184,203-3.9% | $77,643+128.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 7.64% | 33.27%-25.6pp | 28.81%-21.2pp | 31.24%-23.6pp |
| Employer contribution / active EE | $8,784 | $4,413+99.1% | $6,427+36.7% | $2,726+222.2% |
| Participant deferral / active EE | $10,206 | $7,297+39.9% | $9,131+11.8% | $4,647+119.6% |
| Admin fee / account holder | $206 | $254-18.9% | $13,901-98.5% | $430-52.2% |