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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $155,117 |
Filed as: RAYMOND JAMES FIN SVCS, INC. Service code 27 · EIN 59-1531281 | Advisory (Plan) | $72,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,207 | $102,553+22.1% | $151,611-17.4% | $66,914+87.1% |
| Participation rate | 79.1% | 85.5%-6.4pp | 87.5%-8.4pp | 69.8%+9.3pp |
| Annual return | -17.93% | -10.82%-7.1pp | 3.33%-21.3pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,459 | $4,180-41.2% | $6,166-60.1% | $2,544-3.3% |
| Participant deferral / active EE | $5,675 | $6,641-14.5% | $8,363-32.1% | $4,237+34.0% |
| Admin fee / account holder | $1,031 | $630+63.7% | $11,616-91.1% | $593+73.8% |