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 | $88,770 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, FL 10004 | Other Commissions | $32,414 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,181 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, FL 10004 | Other Commissions | $6,879 |
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 | $67,680 | $50,982+32.8% | $154,803-56.3% | $85,563-20.9% |
| Participation rate | 51.7% | 59.8%-8.1pp | 78.1%-26.4pp | 66.0%-14.3pp |
| Annual return | 12.61% | 30.35%-17.7pp | 58.88%-46.3pp | 31.51%-18.9pp |
| Employer contribution / active EE | $269 | $1,708-84.2% | $4,305-93.7% | $2,654-89.8% |
| Participant deferral / active EE | $2,831 | $2,474+14.4% | $5,540-48.9% | $4,375-35.3% |
| Admin fee / account holder | $111 | $846-86.9% | $14,329-99.2% | $834-86.7% |