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 INS CO Service code 28 · EIN 84-0467907 | Investment Management | $19,665 |
Filed as: RAYMOND JAMES & ASSOC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $15,173 |
Service code 13 16703 EARLY RISER AVENUE, SUITE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $3,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,469 | $45,031-45.7% | $84,966-71.2% | $77,643-68.5% |
| Participation rate | 28.7% | 48.7%-20.0pp | 67.5%-38.8pp | 70.6%-41.9pp |
| Annual return | 14.46% | 79.22%-64.8pp | 66.38%-51.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $672 | $1,609-58.2% | $2,727-75.4% | $2,726-75.3% |
| Participant deferral / active EE | $1,172 | $2,807-58.2% | $4,519-74.1% | $4,647-74.8% |
| Admin fee / account holder | $127 | $912-86.1% | $6,149-97.9% | $430-70.5% |