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 | $69,989 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $49,130 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $3,874 |
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 | $154,323 | $60,323+155.8% | $81,812+88.6% | $74,495+107.2% |
| Participation rate | 99.3% | 62.9%+36.5pp | 72.3%+27.0pp | 67.2%+32.1pp |
| Annual return | 14.12% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,695 | $2,620+41.0% | $2,912+26.9% | $2,623+40.9% |
| Participant deferral / active EE | $6,895 | $3,387+103.6% | $4,319+59.7% | $4,346+58.7% |
| Admin fee / account holder | $363 | $1,486-75.6% | $7,386-95.1% | $1,942-81.3% |