Filed April 13, 2025
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 3-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 | $386,076 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $199,649 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $99,332 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,540 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,760 | $53,136-4.5% | $155,509-67.4% | $199,593-74.6% |
| Participation rate | 99.7% | 64.1%+35.6pp | 78.2%+21.5pp | 72.0%+27.7pp |
| Annual return | 16.60% | 41.15%-24.5pp | 64.67%-48.1pp | 34.25%-17.7pp |
| Employer contribution / active EE | $4,961 | $1,851+168.0% | $4,672+6.2% | $3,034+63.5% |
| Participant deferral / active EE | $4,072 | $3,161+28.8% | $5,626-27.6% | $5,087-19.9% |
| Admin fee / account holder | $198 | $185+6.8% | $15,912-98.8% | $269-26.3% |