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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $75,363 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,605 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,079 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,786 | $86,944+221.8% | $107,525+160.2% | $74,304+276.5% |
| Participation rate | 88.8% | 59.6%+29.2pp | 75.1%+13.7pp | 60.3%+28.4pp |
| Annual return | 16.31% | 23.52%-7.2pp | 181.32%-165.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,568 | $2,757+29.4% | $3,754-5.0% | $2,241+59.2% |
| Participant deferral / active EE | $9,581 | $3,554+169.6% | $5,116+87.3% | $3,767+154.3% |
| Admin fee / account holder | $615 | $3,727-83.5% | $8,919-93.1% | $2,969-79.3% |