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) | $80,000 |
Service code 99 353 N CLARK ST · CHICAGO, IL 60654 | Other Fees | $30,000 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS LLP Service code 99 ONE BATTERY PARK PLAZA 27TH FL · NEW YORK, NY 10004 | Other Fees | $30,000 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,214 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $874,462 | $131,799+563.5% | $200,582+336.0% | $85,563+922.0% |
| Participation rate | 95.7% | 87.9%+7.7pp | 86.9%+8.8pp | 66.0%+29.7pp |
| Annual return | 11.91% | 21.59%-9.7pp | 42.33%-30.4pp | 31.51%-19.6pp |
| Employer contribution / active EE | $28,983 | $4,532+539.5% | $6,419+351.5% | $2,654+992.2% |
| Participant deferral / active EE | $13,990 | $7,702+81.6% | $9,331+49.9% | $4,375+219.8% |
| Admin fee / account holder | $240 | $235+2.0% | $16,305-98.5% | $834-71.3% |