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 4-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 15 · EIN 84-0467907 | Recordkeeping | $61,566 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $55,000 |
PRICEKUBECKA PLLC2+ years Service code 99 16775 ADDISON RD STE 500 · ADDISON, TX 75001 | Other Fees | $8,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,827 | $80,138+82.0% | $130,231+12.0% | $71,457+104.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | 16.15% | 16.81%-0.7pp | 38.77%-22.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $5,673 | $2,834+100.2% | $4,126+37.5% | $2,588+119.2% |
| Participant deferral / active EE | $5,023 | $4,641+8.2% | $6,799-26.1% | $4,289+17.1% |
| Admin fee / account holder | $118 | $1,035-88.6% | $6,020-98.0% | $1,587-92.6% |