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 9-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 | $37,169 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $9,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,376 | $88,083-76.9% | $164,813-87.6% | $74,495-72.6% |
| Participation rate | 34.3% | 73.0%-38.7pp | 78.6%-44.3pp | 67.2%-32.9pp |
| Annual return | 13.38% | 17.26%-3.9pp | 69.93%-56.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,136 | $2,593-56.2% | $4,341-73.8% | $2,623-56.7% |
| Participant deferral / active EE | $1,877 | $4,498-58.3% | $6,031-68.9% | $4,346-56.8% |
| Admin fee / account holder | $334 | $2,234-85.0% | $12,690-97.4% | $1,942-82.8% |