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 3-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,849 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $13,382 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $34,601 | $49,451-30.0% | $79,550-56.5% | $66,914-48.3% |
| Participation rate | 56.2% | 61.3%-5.1pp | 69.5%-13.3pp | 69.8%-13.6pp |
| Annual return | -14.59% | 84.25%-98.8pp | 0.16%-14.8pp | 1.58%-16.2pp |
| Employer contribution / active EE | $250 | $1,266-80.2% | $2,413-89.6% | $2,544-90.2% |
| Participant deferral / active EE | $2,389 | $3,159-24.4% | $3,985-40.1% | $4,237-43.6% |
| Admin fee / account holder | $125 | $595-79.0% | $6,832-98.2% | $593-79.0% |