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 & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,423 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $25,083 |
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 | $23,839 | $53,165-55.2% | $86,188-72.3% | $74,419-68.0% |
| Participation rate | 79.1% | 64.9%+14.2pp | 69.0%+10.1pp | 70.7%+8.4pp |
| Annual return | 16.90% | 22.64%-5.7pp | 1168.45%-1151.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $107 | $1,210-91.2% | $2,380-95.5% | $2,637-95.9% |
| Participant deferral / active EE | $3,534 | $3,234+9.3% | $3,985-11.3% | $4,528-21.9% |
| Admin fee / account holder | $92 | $551-83.3% | $6,852-98.7% | $348-73.6% |