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 | $30,972 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $27,548 |
MY BENEFITS, LLC5 years Filed as: MY BENEFITS LLC Service code 13 · EIN 45-2098380 PO BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $9,585 |
MY BENEFITS, LLC1 year Service code 13 | Contract Administrator | $4,989 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $925 |
MORGAN STANLEY SMITH BARNEY2 years 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 | $35,911 | $76,050-52.8% | $96,544-62.8% | $71,457-49.7% |
| Participation rate | 97.2% | 74.4%+22.8pp | 76.0%+21.2pp | 67.9%+29.3pp |
| Annual return | 16.58% | 22.81%-6.2pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,342 | $2,244+48.9% | $2,965+12.7% | $2,588+29.2% |
| Participant deferral / active EE | $5,378 | $4,215+27.6% | $4,851+10.9% | $4,289+25.4% |
| Admin fee / account holder | $16 | $2,707-99.4% | $8,252-99.8% | $1,587-99.0% |