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 | $24,902 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $21,126 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,682 | $53,165-14.1% | $86,188-47.0% | $74,419-38.6% |
| Participation rate | 97.2% | 64.9%+32.4pp | 69.0%+28.3pp | 70.7%+26.5pp |
| Annual return | 18.37% | 22.64%-4.3pp | 1168.45%-1150.1pp | 34.38%-16.0pp |
| Employer contribution / active EE | $873 | $1,210-27.8% | $2,380-63.3% | $2,637-66.9% |
| Participant deferral / active EE | $6,402 | $3,234+97.9% | $3,985+60.6% | $4,528+41.4% |
| Admin fee / account holder | $118 | $551-78.5% | $6,852-98.3% | $348-66.0% |