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 SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Other Commissions | $44,657 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,524 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,847 | $38,833-69.5% | $78,778-85.0% | $77,958-84.8% |
| Participation rate | 68.9% | 60.9%+8.0pp | 69.2%-0.3pp | 71.6%-2.8pp |
| Annual return | 20.69% | 20.31%+0.4pp | 35.62%-14.9pp | 20.87%-0.2pp |
| Employer contribution / active EE | $3 | $840-99.7% | $1,986-99.9% | $2,310-99.9% |
| Participant deferral / active EE | $1,348 | $1,776-24.1% | $2,958-54.4% | $3,537-61.9% |
| Admin fee / account holder | $11 | $89-88.0% | $5,134-99.8% | $97-89.0% |