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 | $65,561+38.6% | $91,541-0.8% | $74,304+22.3% |
| Participation rate | 100.0% | 56.6%+43.4pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 15.36% | 17.68%-2.3pp | 20.50%-5.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $3,026 | $1,717+76.2% | $2,505+20.8% | $2,241+35.0% |
| Participant deferral / active EE | $6,052 | $2,918+107.4% | $4,008+51.0% | $3,767+60.6% |
| Admin fee / account holder | $227 | $3,333-93.2% | $6,956-96.7% | $2,969-92.4% |