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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $27,979 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $15,743 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,753 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,086 | $61,272+27.4% | $149,673-47.8% | $71,457+9.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.51% | 35.85%-18.3pp | 134.42%-116.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,814 | $2,378+18.3% | $4,818-41.6% | $2,588+8.7% |
| Participant deferral / active EE | $5,004 | $2,917+71.5% | $5,680-11.9% | $4,289+16.7% |
| Admin fee / account holder | $177 | $1,261-86.0% | $13,210-98.7% | $1,587-88.8% |