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 | $117,025+12.0% | $91,541+43.1% | $85,563+53.1% |
| Participation rate | 73.6% | 64.2%+9.4pp | 69.8%+3.8pp | 66.0%+7.6pp |
| Annual return | 21.38% | 18.02%+3.4pp | 20.50%+0.9pp | 31.51%-10.1pp |
| Employer contribution / active EE | $2,659 | $2,120+25.4% | $2,505+6.2% | $2,654+0.2% |
| Participant deferral / active EE | $5,937 | $3,446+72.3% | $4,008+48.1% | $4,375+35.7% |
| Admin fee / account holder | $487 | $1,242-60.7% | $6,956-93.0% | $834-41.6% |