Filed March 21, 2025
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 | $52,847 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $22,794 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,251 | $83,884-13.9% | $64,056+12.8% | $74,419-2.9% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.3%+13.4pp | 70.7%+15.0pp |
| Annual return | 15.33% | 16.57%-1.2pp | 33.69%-18.4pp | 34.38%-19.0pp |
| Employer contribution / active EE | $4,126 | $3,084+33.8% | $2,747+50.2% | $2,637+56.5% |
| Participant deferral / active EE | $3,992 | $3,692+8.1% | $3,880+2.9% | $4,528-11.8% |
| Admin fee / account holder | $182 | $196-7.0% | $3,068-94.1% | $348-47.6% |