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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,132 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT I Service code 27 1300 THAMES ST WHARF FL 4 · BALTIMORE, MD 21231 | Advisory (Plan) | $34,973 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,763 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,024 | $140,800-6.9% | $89,340+46.7% | $79,634+64.5% |
| Participation rate | 73.6% | 61.9%+11.7pp | 69.6%+4.0pp | 62.5%+11.1pp |
| Annual return | 21.38% | 17.84%+3.5pp | 20.57%+0.8pp | 36.46%-15.1pp |
| Employer contribution / active EE | $2,659 | $2,021+31.6% | $2,231+19.2% | $2,529+5.1% |
| Participant deferral / active EE | $5,937 | $3,219+84.5% | $3,823+55.3% | $3,835+54.8% |
| Admin fee / account holder | $487 | $1,610-69.7% | $6,704-92.7% | $1,002-51.4% |