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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $64,446 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,398 |
MORGAN STANLEY SMITH BARNEY6 years Service code 99 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Fees | $20,075 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,466 |
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 | $143,312 | $84,487+69.6% | $125,339+14.3% | $66,914+114.2% |
| Participation rate | 96.9% | 76.4%+20.5pp | 82.4%+14.6pp | 69.8%+27.1pp |
| Annual return | -16.39% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $4,164 | $3,553+17.2% | $4,814-13.5% | $2,544+63.7% |
| Participant deferral / active EE | $10,461 | $6,781+54.3% | $7,446+40.5% | $4,237+146.9% |
| Admin fee / account holder | $541 | $685-21.0% | $10,010-94.6% | $593-8.8% |