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 | $26,740 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $22,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,597 | $49,451-13.9% | $79,550-46.5% | $66,914-36.3% |
| Participation rate | 97.7% | 61.3%+36.3pp | 69.5%+28.2pp | 69.8%+27.9pp |
| Annual return | -14.25% | 84.25%-98.5pp | 0.16%-14.4pp | 1.58%-15.8pp |
| Employer contribution / active EE | $926 | $1,266-26.8% | $2,413-61.6% | $2,544-63.6% |
| Participant deferral / active EE | $6,695 | $3,159+112.0% | $3,985+68.0% | $4,237+58.0% |
| Admin fee / account holder | $148 | $595-75.0% | $6,832-97.8% | $593-75.0% |