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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $40,742 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,479 | $61,272+214.1% | $149,673+28.6% | $71,457+169.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.81% | 35.85%-21.0pp | 134.42%-119.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $10,054 | $2,378+322.7% | $4,818+108.7% | $2,588+288.5% |
| Participant deferral / active EE | $8,504 | $2,917+191.5% | $5,680+49.7% | $4,289+98.3% |
| Admin fee / account holder | $117 | $1,261-90.7% | $13,210-99.1% | $1,587-92.6% |