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 |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $18,594 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,038 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,775 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,153 | $64,909-50.5% | $82,313-60.9% | $62,292-48.4% |
| Participation rate | 90.8% | 74.9%+15.9pp | 76.9%+13.9pp | 69.5%+21.2pp |
| Annual return | 16.25% | 21.18%-4.9pp | 25.88%-9.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,079 | $1,676-35.6% | $2,428-55.6% | $2,042-47.2% |
| Participant deferral / active EE | $3,709 | $3,103+19.5% | $3,706+0.1% | $3,169+17.0% |
| Admin fee / account holder | $29 | $440-93.4% | $5,608-99.5% | $479-93.9% |