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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,556 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $40,826 |
SOUTHERN PENSION SERVICES9 years Service code 13 · EIN 59-3461974 | Contract Administrator | $3,720 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,214 | $106,028-38.5% | $146,958-55.6% | $77,643-16.0% |
| Participation rate | 60.5% | 78.4%-17.8pp | 82.2%-21.6pp | 70.6%-10.0pp |
| Annual return | 15.68% | 56.73%-41.1pp | 418.34%-402.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $950 | $4,063-76.6% | $4,933-80.7% | $2,726-65.2% |
| Participant deferral / active EE | $5,841 | $7,990-26.9% | $8,070-27.6% | $4,647+25.7% |
| Admin fee / account holder | $246 | $337-27.0% | $12,998-98.1% | $430-42.8% |