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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $58,528 |
BAKER TILLY US, LLP1 year Service code 10 8219 LEESBURG PIKE, SUITE 800 · TYSONS, VA 22182 | Accounting | $26,565 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,915 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,178 |
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 | $224,013 | $76,670+192.2% | $96,683+131.7% | $71,457+213.5% |
| Participation rate | 96.0% | 66.6%+29.5pp | 74.3%+21.7pp | 67.9%+28.1pp |
| Annual return | 22.74% | 48.29%-25.5pp | 35.69%-12.9pp | 28.85%-6.1pp |
| Employer contribution / active EE | $3,472 | $3,031+14.5% | $3,737-7.1% | $2,588+34.2% |
| Participant deferral / active EE | $9,784 | $3,771+159.4% | $4,878+100.6% | $4,289+128.1% |
| Admin fee / account holder | $426 | $2,028-79.0% | $6,730-93.7% | $1,587-73.2% |