See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RETIREMENTPLANS.COM, LLC3 years Filed as: RETIREMENTPLANS.COM LLC Service code 13 16051 ADDISON ROAD SUITE 205 · ADDISON, TX 75001 | Contract Administrator | $56,965 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $35,275 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,814 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,774 | $56,317+332.9% | $71,209+242.3% | $74,304+228.1% |
| Participation rate | 99.4% | 55.1%+44.2pp | 73.8%+25.6pp | 60.3%+39.0pp |
| Annual return | 11.83% | 42.83%-31.0pp | 282.51%-270.7pp | 29.43%-17.6pp |
| Employer contribution / active EE | $13,291 | $2,160+515.3% | $2,721+388.5% | $2,241+493.0% |
| Participant deferral / active EE | $6,235 | $2,788+123.6% | $4,175+49.3% | $3,767+65.5% |
| Admin fee / account holder | $645 | $2,290-71.8% | $5,349-87.9% | $2,969-78.3% |