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 7-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,625 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $4,122 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,553 | $65,390-90.0% | $169,368-96.1% | $71,457-90.8% |
| Participation rate | 86.1% | 67.0%+19.2pp | 77.1%+9.0pp | 67.9%+18.2pp |
| Annual return | 14.57% | 21.31%-6.7pp | 405.60%-391.0pp | 28.85%-14.3pp |
| Employer contribution / active EE | $529 | $2,079-74.5% | $4,013-86.8% | $2,588-79.6% |
| Participant deferral / active EE | $1,711 | $4,367-60.8% | $6,221-72.5% | $4,289-60.1% |
| Admin fee / account holder | $82 | $1,324-93.8% | $9,003-99.1% | $1,587-94.8% |