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 CO OF AM Service code 64 8515EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,503 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $13,345 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 WBROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $4,798 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $4,064 |
Filed as: MORGAN STANLEY INSURANCE SVCS I Service code 55 1 NEW YORK PLZ 12TH FL · NEWYORK, NY 10004 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,215 | $91,407-41.8% | $135,903-60.8% | $71,457-25.5% |
| Participation rate | 88.0% | 75.7%+12.3pp | 81.9%+6.1pp | 67.9%+20.0pp |
| Annual return | 22.05% | 29.90%-7.8pp | 68.23%-46.2pp | 28.85%-6.8pp |
| Employer contribution / active EE | $5,503 | $3,703+48.6% | $4,856+13.3% | $2,588+112.7% |
| Participant deferral / active EE | $10,065 | $7,092+41.9% | $7,758+29.7% | $4,289+134.7% |
| Admin fee / account holder | $31 | $1,266-97.5% | $10,762-99.7% | $1,587-98.0% |