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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,623 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $63,804 |
MOSS ADAMS LLP6 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $5,850 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $145,479 | $49,693+192.8% | $70,515+106.3% | $74,419+95.5% |
| Participation rate | 69.2% | 64.7%+4.5pp | 68.3%+0.8pp | 70.7%-1.5pp |
| Annual return | 17.59% | 21.22%-3.6pp | 32.77%-15.2pp | 34.38%-16.8pp |
| Employer contribution / active EE | $5,346 | $1,773+201.5% | $2,973+79.8% | $2,637+102.7% |
| Participant deferral / active EE | $9,504 | $3,376+181.6% | $4,567+108.1% | $4,528+109.9% |
| Admin fee / account holder | $300 | $316-4.9% | $6,412-95.3% | $348-13.7% |