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) | $94,584 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,525 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,589 |
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 | $112,243 | $50,982+120.2% | $154,803-27.5% | $85,563+31.2% |
| Participation rate | 81.1% | 59.8%+21.3pp | 78.1%+3.0pp | 66.0%+15.1pp |
| Annual return | 15.61% | 30.35%-14.7pp | 58.88%-43.3pp | 31.51%-15.9pp |
| Employer contribution / active EE | $6,074 | $1,708+255.5% | $4,305+41.1% | $2,654+128.9% |
| Participant deferral / active EE | $5,878 | $2,474+137.6% | $5,540+6.1% | $4,375+34.3% |
| Admin fee / account holder | $394 | $846-53.4% | $14,329-97.3% | $834-52.8% |