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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,697 |
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 | $25,929 |
MY BENEFITS, LLC6 years Service code 13 · EIN 45-2098380 | Contract Administrator | $8,891 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,769 | $79,171-5.6% | $102,423-27.0% | $74,495+0.4% |
| Participation rate | 73.1% | 74.8%-1.7pp | 76.5%-3.4pp | 67.2%+5.9pp |
| Annual return | 11.97% | 54.93%-43.0pp | 29.32%-17.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $4,205 | $2,362+78.0% | $3,023+39.1% | $2,623+60.3% |
| Participant deferral / active EE | $5,872 | $4,415+33.0% | $5,053+16.2% | $4,346+35.1% |
| Admin fee / account holder | $232 | $2,001-88.4% | $9,451-97.6% | $1,942-88.1% |