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 & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $14,962 |
NATIONWIDE10+ years Service code 63 · EIN 31-4156860 | 12b-1 Fees | $13,516 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,555 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,070 | $129,021+17.9% | $184,203-17.4% | $77,643+95.9% |
| Participation rate | 99.0% | 87.3%+11.6pp | 86.8%+12.2pp | 70.6%+28.4pp |
| Annual return | 11.25% | 33.27%-22.0pp | 28.81%-17.6pp | 31.24%-20.0pp |
| Employer contribution / active EE | $6,021 | $4,413+36.4% | $6,427-6.3% | $2,726+120.9% |
| Participant deferral / active EE | $6,369 | $7,297-12.7% | $9,131-30.2% | $4,647+37.1% |
| Admin fee / account holder | $81 | $254-68.2% | $13,901-99.4% | $430-81.3% |