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 7-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 CO OF AM Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $45,847 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 25 1585 BROADWAY · NEW YORK, NY 10036 | Directed Trustee | $27,982 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,919 | $55,415+103.8% | $155,509-27.4% | $74,495+51.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 114.29% | 268.50%-154.2pp | 64.67%+49.6pp | 1364.94%-1250.7pp |
| Employer contribution / active EE | $260 | $2,267-88.5% | $4,672-94.4% | $2,623-90.1% |
| Participant deferral / active EE | $4,714 | $2,836+66.2% | $5,626-16.2% | $4,346+8.5% |
| Admin fee / account holder | $194 | $1,738-88.8% | $15,912-98.8% | $1,942-90.0% |