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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $98,420 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,847 |
BENEFIT RESOURCES, INC.11+ years Service code 13 1545 RIVER PARK DR STE 325 · SACRAMENTO, CA 95815 | Contract Administrator | $28,434 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,060 |
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 | $170,806 | $100,923+69.2% | $150,045+13.8% | $74,304+129.9% |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.3%+15.9pp | 60.3%+37.8pp |
| Annual return | 16.26% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $4,072 | $3,463+17.6% | $4,693-13.2% | $2,241+81.7% |
| Participant deferral / active EE | $10,320 | $6,709+53.8% | $7,997+29.0% | $3,767+173.9% |
| Admin fee / account holder | $665 | $2,767-76.0% | $13,435-95.1% | $2,969-77.6% |