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 Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $49,680 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,263 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,784 | $108,549-28.3% | $156,263-50.2% | $85,563-9.1% |
| Participation rate | 98.9% | 77.1%+21.8pp | 78.9%+20.0pp | 66.0%+33.0pp |
| Annual return | 14.97% | 21.79%-6.8pp | 59.47%-44.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $1,392 | $2,690-48.3% | $4,333-67.9% | $2,654-47.6% |
| Participant deferral / active EE | $6,852 | $4,800+42.7% | $6,158+11.3% | $4,375+56.6% |
| Admin fee / account holder | $274 | $650-57.9% | $14,255-98.1% | $834-67.2% |