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 Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $45,144 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,503 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,692 | $51,197+45.9% | $82,719-9.7% | $66,914+11.6% |
| Participation rate | 86.1% | 67.8%+18.2pp | 72.6%+13.5pp | 69.8%+16.3pp |
| Annual return | -12.83% | -9.64%-3.2pp | 701.18%-714.0pp | 1.58%-14.4pp |
| Employer contribution / active EE | $2,284 | $2,611-12.5% | $3,009-24.1% | $2,544-10.2% |
| Participant deferral / active EE | $5,212 | $3,458+50.7% | $4,395+18.6% | $4,237+23.0% |
| Admin fee / account holder | $262 | $416-36.9% | $5,329-95.1% | $593-55.8% |