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 | $69,674 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $41,190 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $4,047 |
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 | $132,990 | $58,264+128.3% | $86,612+53.5% | $71,457+86.1% |
| Participation rate | 98.6% | 65.0%+33.7pp | 71.7%+27.0pp | 67.9%+30.7pp |
| Annual return | 18.25% | 21.63%-3.4pp | 591.07%-572.8pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,371 | $2,574+31.0% | $3,022+11.5% | $2,588+30.3% |
| Participant deferral / active EE | $6,505 | $3,436+89.3% | $4,438+46.6% | $4,289+51.7% |
| Admin fee / account holder | $315 | $1,057-70.2% | $5,614-94.4% | $1,587-80.2% |