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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,482 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 · EIN 84-0467907 | Float revenue; Recordkeeping fees | $1,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,761 | $81,900+27.9% | $119,609-12.4% | $68,494+52.9% |
| Participation rate | 62.2% | 71.9%-9.7pp | 79.3%-17.1pp | 67.9%-5.7pp |
| Annual return | -14.37% | -23.82%+9.4pp | -14.97%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,197 | $2,693-55.6% | $4,232-71.7% | $2,596-53.9% |
| Participant deferral / active EE | $4,560 | $4,148+9.9% | $5,602-18.6% | $4,027+13.2% |
| Admin fee / account holder | $297 | $6,582-95.5% | $10,323-97.1% | $5,403-94.5% |