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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $115,410 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $55,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,130 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,030 | $79,013+43.1% | $100,391+12.6% | $74,495+51.7% |
| Participation rate | 98.6% | 79.5%+19.1pp | 81.5%+17.1pp | 67.2%+31.4pp |
| Annual return | 15.82% | 20.41%-4.6pp | 49.20%-33.4pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $4,917 | $3,021+62.7% | $3,942+24.7% | $2,623+87.5% |
| Participant deferral / active EE | $12,528 | $7,760+61.4% | $8,082+55.0% | $4,346+188.3% |
| Admin fee / account holder | $200 | $1,320-84.8% | $7,899-97.5% | $1,942-89.7% |