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 AND ASSOC. INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $23,226 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,003 |
Employer contribution per participant 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 | $25,688 | $42,353-39.3% | $79,550-67.7% | $64,808-60.4% |
| Participation rate | 91.8% | 64.8%+27.0pp | 69.5%+22.3pp | 71.5%+20.3pp |
| Annual return | -16.81% | -12.24%-4.6pp | 0.16%-17.0pp | 32.82%-49.6pp |
| Employer contribution / active EE | $134 | $1,181-88.7% | $2,413-94.5% | $2,506-94.7% |
| Participant deferral / active EE | $4,751 | $3,170+49.9% | $3,985+19.2% | $4,310+10.2% |
| Admin fee / account holder | $116 | $160-27.2% | $6,832-98.3% | $188-38.1% |