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 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $31,120 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $645 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,251 | $54,193-51.6% | $93,606-72.0% | $77,643-66.2% |
| Participation rate | 93.9% | 63.9%+29.9pp | 68.7%+25.2pp | 70.6%+23.3pp |
| Annual return | 11.85% | 30.54%-18.7pp | 133.20%-121.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $113 | $1,168-90.3% | $2,420-95.3% | $2,726-95.9% |
| Participant deferral / active EE | $4,091 | $3,144+30.1% | $4,411-7.3% | $4,647-12.0% |
| Admin fee / account holder | $60 | $576-89.6% | $8,285-99.3% | $430-86.1% |