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 |
|---|---|---|
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $85,906 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,497 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,070 | $132,049+19.7% | $200,582-21.2% | $74,304+112.7% |
| Participation rate | 76.0% | 84.1%-8.1pp | 86.9%-10.9pp | 60.3%+15.6pp |
| Annual return | 14.10% | 22.22%-8.1pp | 42.33%-28.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,732 | $4,558-40.0% | $6,419-57.4% | $2,241+21.9% |
| Participant deferral / active EE | $5,561 | $7,213-22.9% | $9,331-40.4% | $3,767+47.6% |
| Admin fee / account holder | $557 | $2,405-76.8% | $16,305-96.6% | $2,969-81.2% |