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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $33,105 |
Filed as: EMPOWER ANNUITY INS CO OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,269 |
MY BENEFITS, LLC6 years Filed as: MY BENEFITS LLC Service code 13 · EIN 45-2098380 PO BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $14,208 |
MY BENEFITS, LLC2 years Service code 13 | Contract Administrator | $6,002 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,807 |
MORGAN STANLEY SMITH BARNEY3 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 | $41,957 | $88,890-52.8% | $102,423-59.0% | $77,643-46.0% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.5%+20.5pp | 70.6%+26.4pp |
| Annual return | 13.78% | 24.98%-11.2pp | 29.32%-15.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,499 | $2,698+29.7% | $3,023+15.7% | $2,726+28.4% |
| Participant deferral / active EE | $5,232 | $5,145+1.7% | $5,053+3.6% | $4,647+12.6% |
| Admin fee / account holder | $122 | $235-48.1% | $9,451-98.7% | $430-71.6% |