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 & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $120,833 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,395 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,739 | $106,028+15.8% | $146,958-16.5% | $77,643+58.1% |
| Participation rate | 82.3% | 78.4%+4.0pp | 82.2%+0.2pp | 70.6%+11.8pp |
| Annual return | 18.55% | 56.73%-38.2pp | 418.34%-399.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $5,276 | $4,063+29.9% | $4,933+7.0% | $2,726+93.6% |
| Participant deferral / active EE | $9,991 | $7,990+25.0% | $8,070+23.8% | $4,647+115.0% |
| Admin fee / account holder | $263 | $337-22.0% | $12,998-98.0% | $430-38.8% |