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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,468 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 55 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Commissions | $11,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,460 | $79,184-31.2% | $102,438-46.8% | $74,546-26.9% |
| Participation rate | 90.4% | 74.8%+15.7pp | 76.5%+14.0pp | 67.2%+23.2pp |
| Annual return | 11.60% | 54.95%-43.4pp | 29.37%-17.8pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $2,313 | $2,362-2.1% | $3,024-23.5% | $2,624-11.9% |
| Participant deferral / active EE | $4,306 | $4,414-2.4% | $5,054-14.8% | $4,347-0.9% |
| Admin fee / account holder | $117 | $2,001-94.2% | $9,448-98.8% | $1,944-94.0% |