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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $31,063 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,740 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $9,998 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,517 |
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 | $98,053 | $81,248+20.7% | $155,509-36.9% | $80,856+21.3% |
| Participation rate | 90.4% | 66.2%+24.2pp | 78.2%+12.2pp | 67.6%+22.8pp |
| Annual return | 11.25% | 33.31%-22.1pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,342 | $3,100-24.5% | $4,672-49.9% | $2,755-15.0% |
| Participant deferral / active EE | $5,351 | $3,452+55.0% | $5,626-4.9% | $4,296+24.6% |
| Admin fee / account holder | $380 | $7,997-95.2% | $15,912-97.6% | $6,918-94.5% |