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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $84,094 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,290 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCES, INC Service code 13 1545 RIVER PARK DR STE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $10,421 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,226 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $159,879 | $91,407+74.9% | $135,903+17.6% | $71,457+123.7% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.4pp | 67.9%+30.4pp |
| Annual return | 15.77% | 29.90%-14.1pp | 68.23%-52.5pp | 28.85%-13.1pp |
| Employer contribution / active EE | $4,317 | $3,703+16.6% | $4,856-11.1% | $2,588+66.8% |
| Participant deferral / active EE | $10,617 | $7,092+49.7% | $7,758+36.9% | $4,289+147.6% |
| Admin fee / account holder | $542 | $1,266-57.2% | $10,762-95.0% | $1,587-65.9% |