See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,408 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 | Other Commissions | $24,144 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 535 KEISELER DRIVE, STE 102 · CARY, NC 27518 | Contract Administrator | $12,438 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 55 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,371 | $55,415-12.7% | $155,509-68.9% | $74,495-35.1% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+19.0pp | 67.2%+30.0pp |
| Annual return | 13.57% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,341 | $2,267+47.4% | $4,672-28.5% | $2,623+27.4% |
| Participant deferral / active EE | $4,951 | $2,836+74.6% | $5,626-12.0% | $4,346+13.9% |
| Admin fee / account holder | $248 | $1,738-85.7% | $15,912-98.4% | $1,942-87.2% |