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: RAYMOND JAMES FINANCIAL SRVC Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,433 |
Filed as: SHEAKLEY WORKFORCE MANGEMENT LLC DB Service code 13 SHEAKLEY PEN · CINCINNATI, OH 45246 | Contract Administrator | $4,983 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,925 | $88,083+3.2% | $164,813-44.8% | $74,495+22.1% |
| Participation rate | 85.6% | 73.0%+12.6pp | 78.6%+7.0pp | 67.2%+18.4pp |
| Annual return | 13.64% | 17.26%-3.6pp | 69.93%-56.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,400 | $2,593-46.0% | $4,341-67.8% | $2,623-46.6% |
| Participant deferral / active EE | $4,956 | $4,498+10.2% | $6,031-17.8% | $4,346+14.0% |
| Admin fee / account holder | $431 | $2,234-80.7% | $12,690-96.6% | $1,942-77.8% |