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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,824 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $54,236 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,834 |
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 | $99,165 | $59,097+67.8% | $82,389+20.4% | $74,304+33.5% |
| Participation rate | 76.3% | 52.8%+23.5pp | 69.5%+6.7pp | 60.3%+15.9pp |
| Annual return | 15.99% | 22.85%-6.9pp | 28.67%-12.7pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,427 | $1,601+51.6% | $2,517-3.6% | $2,241+8.3% |
| Participant deferral / active EE | $4,364 | $2,775+57.2% | $4,155+5.0% | $3,767+15.8% |
| Admin fee / account holder | $530 | $4,489-88.2% | $7,231-92.7% | $2,969-82.2% |