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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $61,636 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,865 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,869 | $76,050+41.8% | $96,544+11.7% | $71,457+51.0% |
| Participation rate | 97.4% | 74.4%+23.0pp | 76.0%+21.4pp | 67.9%+29.4pp |
| Annual return | 15.23% | 22.81%-7.6pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,309 | $2,244+2.9% | $2,965-22.1% | $2,588-10.8% |
| Participant deferral / active EE | $6,197 | $4,215+47.0% | $4,851+27.8% | $4,289+44.5% |
| Admin fee / account holder | $215 | $2,707-92.0% | $8,252-97.4% | $1,587-86.4% |