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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,399 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $24,756 |
MOSS ADAMS LLP5 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $7,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,257 | $44,764-19.0% | $68,791-47.3% | $64,808-44.1% |
| Participation rate | 90.5% | 64.8%+25.7pp | 69.0%+21.5pp | 71.5%+19.0pp |
| Annual return | -13.29% | -10.91%-2.4pp | -6.38%-6.9pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,815 | $1,775+58.5% | $2,655+6.0% | $2,506+12.3% |
| Participant deferral / active EE | $4,514 | $3,238+39.4% | $3,941+14.5% | $4,310+4.7% |
| Admin fee / account holder | $105 | $151-30.4% | $4,932-97.9% | $188-43.9% |