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) | $33,678 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,068 |
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 | $73,722 | $69,477+6.1% | $94,646-22.1% | $71,457+3.2% |
| Participation rate | 89.5% | 78.4%+11.1pp | 80.8%+8.7pp | 67.9%+21.6pp |
| Annual return | 16.16% | 29.66%-13.5pp | 156.71%-140.5pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,570 | $2,853-9.9% | $3,672-30.0% | $2,588-0.7% |
| Participant deferral / active EE | $3,800 | $7,345-48.3% | $7,418-48.8% | $4,289-11.4% |
| Admin fee / account holder | $290 | $1,210-76.1% | $7,231-96.0% | $1,587-81.8% |