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.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $35,229 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,625 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,486 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,050 | $79,171+64.3% | $102,423+27.0% | $74,495+74.6% |
| Participation rate | 98.7% | 74.8%+23.9pp | 76.5%+22.2pp | 67.2%+31.5pp |
| Annual return | 12.76% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $6,236 | $2,362+164.0% | $3,023+106.3% | $2,623+137.7% |
| Participant deferral / active EE | $7,671 | $4,415+73.7% | $5,053+51.8% | $4,346+76.5% |
| Admin fee / account holder | $279 | $2,001-86.1% | $9,451-97.0% | $1,942-85.6% |