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 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $81,184 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,621 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,189 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,599 | $82,202+9.0% | $125,339-28.5% | $64,808+38.3% |
| Participation rate | 82.5% | 77.9%+4.7pp | 82.4%+0.2pp | 71.5%+11.1pp |
| Annual return | -14.04% | 3.48%-17.5pp | 572.05%-586.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $4,239 | $3,615+17.2% | $4,814-11.9% | $2,506+69.2% |
| Participant deferral / active EE | $9,340 | $7,175+30.2% | $7,446+25.4% | $4,310+116.7% |
| Admin fee / account holder | $207 | $163+26.9% | $10,010-97.9% | $188+10.3% |