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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $5,143 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $2,708 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $625 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,176 | $48,265-52.0% | $68,791-66.3% | $68,494-66.2% |
| Participation rate | 69.6% | 60.7%+8.9pp | 69.0%+0.5pp | 67.9%+1.7pp |
| Annual return | -14.82% | -12.71%-2.1pp | -6.38%-8.4pp | -7.84%-7.0pp |
| Employer contribution / active EE | $976 | $1,829-46.6% | $2,655-63.2% | $2,596-62.4% |
| Participant deferral / active EE | $2,100 | $2,867-26.7% | $3,941-46.7% | $4,027-47.8% |
| Admin fee / account holder | $288 | $4,355-93.4% | $4,932-94.2% | $5,403-94.7% |