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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $42,851 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,526 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $738 |
DAKOTA CAPITAL2 years Filed as: DAKOTA EYE INSTITUTE Service code 99 200 S 5TH ST · BISMARCK, ND 58504 | Other Fees | $65 |
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 | $175,221 | $55,415+216.2% | $155,509+12.7% | $74,495+135.2% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 15.28% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $4,159 | $2,267+83.5% | $4,672-11.0% | $2,623+58.6% |
| Participant deferral / active EE | $5,068 | $2,836+78.7% | $5,626-9.9% | $4,346+16.6% |
| Admin fee / account holder | $418 | $1,738-75.9% | $15,912-97.4% | $1,942-78.5% |