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 | $25,424 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $7,413 |
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.
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 | $25,374 | $96,484-73.7% | $156,263-83.8% | $74,304-65.9% |
| Participation rate | 33.0% | 67.7%-34.6pp | 78.9%-45.9pp | 60.3%-27.3pp |
| Annual return | 17.69% | 17.73%0pp | 59.47%-41.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,031 | $2,528-59.2% | $4,333-76.2% | $2,241-54.0% |
| Participant deferral / active EE | $1,404 | $4,286-67.2% | $6,158-77.2% | $3,767-62.7% |
| Admin fee / account holder | $245 | $3,728-93.4% | $14,255-98.3% | $2,969-91.7% |