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 | $103,024-28.8% | $112,040-34.6% | $79,634-7.9% |
| Participation rate | 98.7% | 80.6%+18.2pp | 76.5%+22.3pp | 62.5%+36.3pp |
| Annual return | 15.50% | 17.60%-2.1pp | 24.52%-9.0pp | 36.46%-21.0pp |
| Employer contribution / active EE | $5,259 | $3,015+74.4% | $2,954+78.0% | $2,529+108.0% |
| Participant deferral / active EE | $4,864 | $5,233-7.1% | $5,098-4.6% | $3,835+26.8% |
| Admin fee / account holder | $221 | $465-52.5% | $12,098-98.2% | $1,002-77.9% |