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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $21,983 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant 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 | $85,730 | $76,050+12.7% | $96,544-11.2% | $71,457+20.0% |
| Participation rate | 81.8% | 74.4%+7.4pp | 76.0%+5.9pp | 67.9%+13.9pp |
| Annual return | 15.65% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $603 | $2,244-73.1% | $2,965-79.7% | $2,588-76.7% |
| Participant deferral / active EE | $2,532 | $4,215-39.9% | $4,851-47.8% | $4,289-41.0% |
| Admin fee / account holder | $162 | $2,707-94.0% | $8,252-98.0% | $1,587-89.8% |