See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $29,549 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,107 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,566 | $58,264+28.0% | $86,612-13.9% | $71,457+4.4% |
| Participation rate | 86.4% | 65.0%+21.4pp | 71.7%+14.7pp | 67.9%+18.5pp |
| Annual return | 13.21% | 21.63%-8.4pp | 591.07%-577.9pp | 28.85%-15.6pp |
| Employer contribution / active EE | $2,191 | $2,574-14.9% | $3,022-27.5% | $2,588-15.3% |
| Participant deferral / active EE | $6,062 | $3,436+76.4% | $4,438+36.6% | $4,289+41.3% |
| Admin fee / account holder | $188 | $1,057-82.2% | $5,614-96.6% | $1,587-88.1% |