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: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $30,580 |
Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $17,425 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,398 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,232 |
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 | $75,429 | $88,087-14.4% | $164,866-54.2% | $74,546+1.2% |
| Participation rate | 93.9% | 73.1%+20.9pp | 78.6%+15.3pp | 67.2%+26.7pp |
| Annual return | 13.96% | 17.27%-3.3pp | 69.97%-56.0pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $3,156 | $2,595+21.6% | $4,343-27.3% | $2,624+20.3% |
| Participant deferral / active EE | $5,627 | $4,499+25.1% | $6,033-6.7% | $4,347+29.4% |
| Admin fee / account holder | $397 | $2,232-82.2% | $12,689-96.9% | $1,944-79.6% |