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 | $68,984 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $43,254 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $2,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,878 | $51,197+136.1% | $82,719+46.1% | $66,914+80.6% |
| Participation rate | 99.3% | 67.8%+31.5pp | 72.6%+26.7pp | 69.8%+29.5pp |
| Annual return | -17.72% | -9.64%-8.1pp | 701.18%-718.9pp | 1.58%-19.3pp |
| Employer contribution / active EE | $3,376 | $2,611+29.3% | $3,009+12.2% | $2,544+32.7% |
| Participant deferral / active EE | $6,721 | $3,458+94.4% | $4,395+52.9% | $4,237+58.6% |
| Admin fee / account holder | $359 | $416-13.5% | $5,329-93.3% | $593-39.4% |