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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $22,511 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $99,085 | $79,171+25.2% | $102,423-3.3% | $74,495+33.0% |
| Participation rate | 79.6% | 74.8%+4.8pp | 76.5%+3.1pp | 67.2%+12.4pp |
| Annual return | 12.84% | 54.93%-42.1pp | 29.32%-16.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $550 | $2,362-76.7% | $3,023-81.8% | $2,623-79.0% |
| Participant deferral / active EE | $2,499 | $4,415-43.4% | $5,053-50.5% | $4,346-42.5% |
| Admin fee / account holder | $186 | $2,001-90.7% | $9,451-98.0% | $1,942-90.4% |