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 Service code 55 · EIN 26-4310844 | Other Commissions | $36,780 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $1,748 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,117 | $34,934+69.2% | $56,411+4.8% | $74,495-20.6% |
| Participation rate | 94.3% | 32.8%+61.4pp | 52.5%+41.8pp | 67.2%+27.1pp |
| Annual return | 26.89% | 25.94%+1.0pp | 1701.33%-1674.4pp | 1364.94%-1338.1pp |
| Employer contribution / active EE | $1,533 | $609+151.8% | $1,039+47.6% | $2,623-41.5% |
| Participant deferral / active EE | $3,362 | $1,170+187.3% | $1,952+72.2% | $4,346-22.6% |
| Admin fee / account holder | $6 | $2,364-99.8% | $2,829-99.8% | $1,942-99.7% |