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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,252 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $53,437 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $33,469 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,143 | $54,193+103.2% | $93,654+17.6% | $77,671+41.8% |
| Participation rate | 94.2% | 63.9%+30.3pp | 68.7%+25.5pp | 70.6%+23.7pp |
| Annual return | 15.25% | 30.54%-15.3pp | 133.34%-118.1pp | 31.21%-16.0pp |
| Employer contribution / active EE | $2,786 | $1,168+138.6% | $2,421+15.1% | $2,726+2.2% |
| Participant deferral / active EE | $7,184 | $3,144+128.5% | $4,413+62.8% | $4,648+54.6% |
| Admin fee / account holder | $344 | $576-40.2% | $8,282-95.8% | $430-20.1% |