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 10-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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $28,099 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,859 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,786 |
Filed as: CREATIVE RETIREMENT PLAN CONSULTING Service code 13 2000 S. COLORADO BLVD. · DENVER, CO 80222 | Contract Administrator | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,738 | $84,487-31.7% | $125,339-53.9% | $66,914-13.7% |
| Participation rate | 95.7% | 76.4%+19.2pp | 82.4%+13.3pp | 69.8%+25.8pp |
| Annual return | -16.60% | -8.39%-8.2pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,922 | $3,553+10.4% | $4,814-18.5% | $2,544+54.2% |
| Participant deferral / active EE | $3,918 | $6,781-42.2% | $7,446-47.4% | $4,237-7.5% |
| Admin fee / account holder | $424 | $685-38.1% | $10,010-95.8% | $593-28.6% |