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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $23,280 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,860 |
Filed as: GREAT-WEST LIFE ANNUITY & INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,913 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,628 | $107,378-63.1% | $108,579-63.5% | $57,658-31.3% |
| Participation rate | 87.5% | 77.1%+10.4pp | 79.6%+7.9pp | 70.2%+17.3pp |
| Annual return | 11.27% | 12.80%-1.5pp | -51.70%+63.0pp | 5.13%+6.1pp |
| Employer contribution / active EE | $862 | $1,782-51.6% | $3,758-77.1% | $1,974-56.3% |
| Participant deferral / active EE | $2,794 | $3,221-13.2% | $4,311-35.2% | $3,061-8.7% |
| Admin fee / account holder | $45 | $108-58.4% | $7,645-99.4% | $95-52.2% |