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 | $29,378 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $26,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,751 | $54,193-4.5% | $93,606-44.7% | $77,643-33.3% |
| Participation rate | 97.0% | 63.9%+33.1pp | 68.7%+28.3pp | 70.6%+26.4pp |
| Annual return | 11.92% | 30.54%-18.6pp | 133.20%-121.3pp | 31.24%-19.3pp |
| Employer contribution / active EE | $832 | $1,168-28.8% | $2,420-65.6% | $2,726-69.5% |
| Participant deferral / active EE | $6,828 | $3,144+117.2% | $4,411+54.8% | $4,647+46.9% |
| Admin fee / account holder | $139 | $576-75.8% | $8,285-98.3% | $430-67.7% |