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) | $21,857 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,874 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,625 |
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 | $31,795 | $59,186-46.3% | $76,768-58.6% | $56,287-43.5% |
| Participation rate | 89.4% | 75.2%+14.2pp | 77.0%+12.4pp | 69.9%+19.5pp |
| Annual return | -6.07% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,168 | $1,759-33.6% | $2,485-53.0% | $2,111-44.7% |
| Participant deferral / active EE | $3,919 | $3,255+20.4% | $3,852+1.8% | $3,350+17.0% |
| Admin fee / account holder | $122 | $489-75.0% | $6,675-98.2% | $521-76.5% |