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 SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 02-7210900 | Other Commissions | $21,938 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,374 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,100 |
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 | $51,523 | $75,183-31.5% | $123,892-58.4% | $55,167-6.6% |
| Participation rate | 88.7% | 72.8%+15.9pp | 81.4%+7.3pp | 69.0%+19.7pp |
| Annual return | 11.34% | 19.01%-7.7pp | 47.52%-36.2pp | 169.23%-157.9pp |
| Employer contribution / active EE | $5,969 | $2,823+111.4% | $4,617+29.3% | $1,963+204.1% |
| Participant deferral / active EE | $8,032 | $5,084+58.0% | $5,984+34.2% | $3,054+163.0% |
| Admin fee / account holder | $78 | $663-88.2% | $8,357-99.1% | $504-84.5% |