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 8-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 | $30,553 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $22,371 |
PATRICK HARPER CPA INC1 year Service code 10 10055 SLATER AVE STE 260 · FOUNTAIN VALLEY, CA 92708 | Accounting | $6,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $486 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,516 | $62,624-56.1% | $177,989-84.5% | $77,643-64.6% |
| Participation rate | 96.9% | 66.8%+30.0pp | 77.1%+19.8pp | 70.6%+26.3pp |
| Annual return | 11.65% | 16.16%-4.5pp | 294.48%-282.8pp | 31.24%-19.6pp |
| Employer contribution / active EE | $473 | $1,909-75.2% | $3,949-88.0% | $2,726-82.6% |
| Participant deferral / active EE | $3,234 | $4,219-23.3% | $6,276-48.5% | $4,647-30.4% |
| Admin fee / account holder | $199 | $386-48.3% | $10,363-98.1% | $430-53.7% |