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 | $62,290 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, FL 10004 | Other Commissions | $39,552 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,184 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, FL 10004 | Other Commissions | $8,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,153 | $50,820+18.4% | $155,567-61.3% | $77,671-22.6% |
| Participation rate | 54.5% | 63.1%-8.6pp | 78.2%-23.6pp | 70.6%-16.0pp |
| Annual return | 11.77% | 34.85%-23.1pp | 64.74%-53.0pp | 31.21%-19.4pp |
| Employer contribution / active EE | $358 | $1,993-82.0% | $4,674-92.3% | $2,726-86.9% |
| Participant deferral / active EE | $2,898 | $2,823+2.6% | $5,628-48.5% | $4,648-37.7% |
| Admin fee / account holder | $97 | $436-77.7% | $15,916-99.4% | $430-77.4% |