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) | $41,953 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,333 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,468 | $79,753+0.9% | $106,213-24.2% | - |
| Participation rate | 96.8% | 68.4%+28.4pp | 75.3%+21.5pp | - |
| Annual return | 13.54% | 10.43%+3.1pp | 116.14%-102.6pp | - |
| Employer contribution / active EE | $2,571 | $2,584-0.5% | $3,171-18.9% | - |
| Participant deferral / active EE | $6,988 | $4,151+68.4% | $5,016+39.3% | - |
| Admin fee / account holder | $187 | $4,140-95.5% | $11,033-98.3% | - |