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) | $13,603 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,111 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,913 | $57,281+8.1% | $86,612-28.5% | $75,163-17.6% |
| Participation rate | 91.1% | 63.2%+27.9pp | 71.7%+19.4pp | 67.2%+23.9pp |
| Annual return | 16.88% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $5,227 | $2,314+125.8% | $3,022+72.9% | $2,670+95.8% |
| Participant deferral / active EE | $5,688 | $3,318+71.5% | $4,438+28.2% | $4,125+37.9% |
| Admin fee / account holder | $317 | $4,112-92.3% | $5,614-94.4% | $5,651-94.4% |