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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $56,231 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,202 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return 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 | $186,742 | $64,119+191.2% | $112,228+66.4% | $66,914+179.1% |
| Participation rate | 94.3% | 68.5%+25.9pp | 75.1%+19.3pp | 69.8%+24.5pp |
| Annual return | -20.31% | -13.81%-6.5pp | 27.45%-47.8pp | 1.58%-21.9pp |
| Employer contribution / active EE | $3,487 | $3,005+16.0% | $3,635-4.1% | $2,544+37.0% |
| Participant deferral / active EE | $9,406 | $3,693+154.7% | $4,728+99.0% | $4,237+122.0% |
| Admin fee / account holder | $297 | $625-52.4% | $6,410-95.4% | $593-49.9% |