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 3-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: EMPOWER ANNUITY INSURANCE CO Service code 28 · EIN 84-0467907 | Investment Management | $31,155 |
FLORIDA RETIREMENT CONSULTANTS1+ years Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $8,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,741 | $65,061+88.7% | $143,757-14.6% | $66,914+83.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $6,424 | $2,361+172.1% | $4,951+29.8% | $2,544+152.5% |
| Participant deferral / active EE | $5,976 | $2,919+104.7% | $5,637+6.0% | $4,237+41.1% |
| Admin fee / account holder | $112 | $502-77.7% | $14,673-99.2% | $593-81.2% |