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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $34,266 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,810 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,811 |
Filed as: CREATIVE RETIREMENT PLAN CONSULTING Service code 13 2000 S. COLORADO BLVD. · DENVER, CO 80222 | Contract Administrator | $900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,348 | $119,446-38.6% | $150,045-51.1% | $85,563-14.3% |
| Participation rate | 98.9% | 75.4%+23.4pp | 82.3%+16.5pp | 66.0%+32.9pp |
| Annual return | 11.23% | 23.72%-12.5pp | 62.55%-51.3pp | 31.51%-20.3pp |
| Employer contribution / active EE | $1,901 | $4,078-53.4% | $4,693-59.5% | $2,654-28.4% |
| Participant deferral / active EE | $4,188 | $7,985-47.6% | $7,997-47.6% | $4,375-4.3% |
| Admin fee / account holder | $526 | $548-4.0% | $13,435-96.1% | $834-37.0% |