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) | $34,698 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,130 |
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 | $79,182 | $79,013+0.2% | $100,391-21.1% | $74,495+6.3% |
| Participation rate | 91.7% | 79.5%+12.3pp | 81.5%+10.2pp | 67.2%+24.5pp |
| Annual return | 12.55% | 20.41%-7.9pp | 49.20%-36.7pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,804 | $3,021-7.2% | $3,942-28.9% | $2,623+6.9% |
| Participant deferral / active EE | $4,038 | $7,760-48.0% | $8,082-50.0% | $4,346-7.1% |
| Admin fee / account holder | $350 | $1,320-73.5% | $7,899-95.6% | $1,942-82.0% |