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 9-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 |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $17,897 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,009 |
Service code 13 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $8,051 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $7,534 |
Filed as: FLORIDA RETIREMENT CONSULTANTS, LLC Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $5,234 |
Service code 13 | Contract Administrator | $2,048 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,257 | $50,820-26.7% | $155,567-76.1% | $77,671-52.0% |
| Participation rate | 34.9% | 63.1%-28.2pp | 78.2%-43.3pp | 70.6%-35.7pp |
| Annual return | 18.42% | 34.85%-16.4pp | 64.74%-46.3pp | 31.21%-12.8pp |
| Employer contribution / active EE | $1,246 | $1,993-37.5% | $4,674-73.3% | $2,726-54.3% |
| Participant deferral / active EE | $2,100 | $2,823-25.6% | $5,628-62.7% | $4,648-54.8% |
| Admin fee / account holder | $189 | $436-56.6% | $15,916-98.8% | $430-56.0% |