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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,464 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,500 |
CARR, RIGGS & INGRAM, LLC11+ years Service code 10 7025 ALBERT PICK RD STE 300 · GREENSBORO, NC 27409 | Accounting | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,328 | $98,727-25.7% | $113,168-35.2% | $85,563-14.3% |
| Participation rate | 98.7% | 80.8%+17.9pp | 76.6%+22.2pp | 66.0%+32.8pp |
| Annual return | 15.50% | 17.43%-1.9pp | 24.27%-8.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $5,259 | $2,907+80.9% | $2,975+76.8% | $2,654+98.2% |
| Participant deferral / active EE | $4,864 | $5,424-10.3% | $5,107-4.8% | $4,375+11.2% |
| Admin fee / account holder | $221 | $357-38.0% | $12,068-98.2% | $834-73.5% |