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 Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $19,920 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,173 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,244 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,839 | $63,904+42.1% | $89,340+1.7% | $67,986+33.6% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.6%+30.4pp | 57.2%+42.8pp |
| Annual return | 15.36% | 18.09%-2.7pp | 20.57%-5.2pp | 31.67%-16.3pp |
| Employer contribution / active EE | $3,026 | $1,627+85.9% | $2,231+35.6% | $2,019+49.9% |
| Participant deferral / active EE | $6,052 | $2,691+124.9% | $3,823+58.3% | $3,358+80.2% |
| Admin fee / account holder | $227 | $3,315-93.2% | $6,704-96.6% | $3,203-92.9% |