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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $47,273 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,685 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,630 |
Service code 27 PO BOX 7001 · PASADENA, CA 911097001 | Advisory (Plan) | $9,167 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $5,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,316 | $31,038+78.2% | $65,255-15.2% | $74,419-25.7% |
| Participation rate | 96.7% | 66.9%+29.8pp | 65.0%+31.8pp | 70.7%+26.0pp |
| Annual return | 16.13% | 38.60%-22.5pp | 47.35%-31.2pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,257 | $1,188+5.8% | $1,691-25.7% | $2,637-52.3% |
| Participant deferral / active EE | $5,987 | $2,792+114.4% | $2,831+111.5% | $4,528+32.2% |
| Admin fee / account holder | $142 | $299-52.4% | $4,112-96.5% | $348-59.1% |