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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $28,600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,625 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,359 |
Filed as: CREATIVE RETIREMENT PLAN CONSULTING Service code 13 2000 S. COLORADO BLVD. · DENVER, CO 80222 | Contract Administrator | $1,550 |
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 | $65,855 | $95,274-30.9% | $135,903-51.5% | $74,419-11.5% |
| Participation rate | 94.5% | 78.2%+16.3pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 19.77% | 32.77%-13.0pp | 68.23%-48.5pp | 34.38%-14.6pp |
| Employer contribution / active EE | $2,363 | $3,874-39.0% | $4,856-51.3% | $2,637-10.4% |
| Participant deferral / active EE | $3,694 | $7,782-52.5% | $7,758-52.4% | $4,528-18.4% |
| Admin fee / account holder | $432 | $266+62.3% | $10,762-96.0% | $348+24.1% |