See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $72,427 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,414 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,234 | $129,021-68.0% | $184,203-77.6% | $77,643-46.9% |
| Participation rate | 98.0% | 87.3%+10.7pp | 86.8%+11.2pp | 70.6%+27.5pp |
| Annual return | 20.15% | 33.27%-13.1pp | 28.81%-8.7pp | 31.24%-11.1pp |
| Employer contribution / active EE | $2,715 | $4,413-38.5% | $6,427-57.8% | $2,726-0.4% |
| Participant deferral / active EE | $7,888 | $7,297+8.1% | $9,131-13.6% | $4,647+69.7% |
| Admin fee / account holder | $153 | $254-39.6% | $13,901-98.9% | $430-64.4% |