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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $139,105 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $99,977 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $20,468 |
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 | $115,867 | $107,459+7.8% | $135,903-14.7% | $80,160+44.5% |
| Participation rate | 91.6% | 78.0%+13.5pp | 81.9%+9.7pp | 72.9%+18.6pp |
| Annual return | -3.46% | 91.91%-95.4pp | 68.23%-71.7pp | 40.38%-43.8pp |
| Employer contribution / active EE | $2,742 | $3,877-29.3% | $4,856-43.5% | $2,978-7.9% |
| Participant deferral / active EE | $9,114 | $8,195+11.2% | $7,758+17.5% | $5,017+81.7% |
| Admin fee / account holder | $55 | $127-57.0% | $10,762-99.5% | $145-62.3% |