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 |
|---|---|---|
FULTON FINANCIAL ADVISORS6 years Service code 27 · EIN 23-1928421 | Advisory (Plan) | $33,315 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $11,684 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,567 | $76,050-28.2% | $96,544-43.5% | $71,457-23.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 76.0%+7.3pp | 67.9%+15.3pp |
| Annual return | 17.86% | 22.81%-4.9pp | 25.84%-8.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,065 | $2,244-8.0% | $2,965-30.3% | $2,588-20.2% |
| Participant deferral / active EE | $4,673 | $4,215+10.9% | $4,851-3.7% | $4,289+9.0% |
| Admin fee / account holder | $180 | $2,707-93.3% | $8,252-97.8% | $1,587-88.6% |