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 |
|---|---|---|
CARR, RIGGS & INGRAM, LLC8 years Service code 10 · EIN 72-1396621 | Accounting | $16,300 |
FLORIDA RETIREMENT CONSULTANTS10+ years Service code 13 · EIN 87-1603224 16703 EARLY RISER AVENUE, STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $8,332 |
Filed as: EMPOWER ANNUTIY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,564 | $101,317-25.4% | $146,958-48.6% | $74,495+1.4% |
| Participation rate | 69.1% | 75.5%-6.4pp | 82.2%-13.0pp | 67.2%+1.9pp |
| Annual return | 10.21% | 8730.91%-8720.7pp | 418.34%-408.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $4,220 | $3,810+10.8% | $4,933-14.4% | $2,623+60.9% |
| Participant deferral / active EE | $3,118 | $7,303-57.3% | $8,070-61.4% | $4,346-28.2% |
| Admin fee / account holder | $36 | $1,739-97.9% | $12,998-99.7% | $1,942-98.1% |