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 9-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,997 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J P MORGAN BROKER-DEALER HOLDINGS I Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 101720003 | Advisory (Plan) | $12,171 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,325 | $78,485-57.5% | $106,213-68.6% | $74,495-55.3% |
| Participation rate | 79.2% | 72.8%+6.4pp | 75.3%+3.9pp | 67.2%+12.0pp |
| Annual return | 13.78% | 15.95%-2.2pp | 116.14%-102.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,819 | $2,523-27.9% | $3,171-42.7% | $2,623-30.7% |
| Participant deferral / active EE | $2,949 | $4,322-31.8% | $5,016-41.2% | $4,346-32.1% |
| Admin fee / account holder | $190 | $2,232-91.5% | $11,033-98.3% | $1,942-90.2% |