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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,436 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $26,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,431 | $53,053+15.8% | $126,539-51.5% | $74,304-17.3% |
| Participation rate | 88.6% | 48.0%+40.5pp | 69.8%+18.8pp | 60.3%+28.2pp |
| Annual return | 21.29% | 29.46%-8.2pp | 425.95%-404.7pp | 29.43%-8.1pp |
| Employer contribution / active EE | $2,504 | $1,168+114.4% | $3,674-31.9% | $2,241+11.7% |
| Participant deferral / active EE | $6,353 | $2,303+175.9% | $4,083+55.6% | $3,767+68.6% |
| Admin fee / account holder | $233 | $3,698-93.7% | $6,065-96.2% | $2,969-92.2% |