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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $17,803 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,656 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $172 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,432 | $50,637-6.3% | $86,590-45.2% | $62,292-23.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.14% | 20.80%-6.7pp | 964.84%-950.7pp | 28.90%-14.8pp |
| Employer contribution / active EE | $4,884 | $2,075+135.3% | $2,839+72.0% | $2,042+139.1% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $167 | $413-59.5% | $4,906-96.6% | $479-65.1% |