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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $69,309 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,291 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,016 |
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 | $239,268 | $80,724+196.4% | $103,333+131.5% | $74,495+221.2% |
| Participation rate | 95.5% | 65.7%+29.9pp | 74.5%+21.0pp | 67.2%+28.3pp |
| Annual return | 15.53% | 27.56%-12.0pp | 24.88%-9.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,666 | $3,157+16.1% | $3,868-5.2% | $2,623+39.7% |
| Participant deferral / active EE | $10,173 | $3,860+163.5% | $5,057+101.2% | $4,346+134.1% |
| Admin fee / account holder | $483 | $2,368-79.6% | $8,355-94.2% | $1,942-75.1% |