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 INS CO OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,489 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 13 | Contract Administrator | $4,088 |
MY BENEFITS, LLC4 years Filed as: MY BENEFITS LLC Service code 13 · EIN 45-2098380 | Contract Administrator | $1,170 |
Filed as: MORGAN STANLEY INS SVC I Service code 55 1 NEW YORK PLZ 12TH FL · MANHATTAN, NY 10004 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,774 | $65,435-54.5% | $86,677-65.6% | $66,914-55.5% |
| Participation rate | 93.4% | 75.5%+18.0pp | 76.6%+16.9pp | 69.8%+23.6pp |
| Annual return | -14.03% | -10.89%-3.1pp | 35.91%-49.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $3,427 | $2,153+59.1% | $2,836+20.8% | $2,544+34.7% |
| Participant deferral / active EE | $5,681 | $4,100+38.6% | $4,656+22.0% | $4,237+34.1% |
| Admin fee / account holder | $131 | $642-79.6% | $7,493-98.2% | $593-77.9% |