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 SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Other Commissions | $50,932 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,933 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,544 |
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 | $9,159 | $33,780-72.9% | $74,550-87.7% | $75,289-87.8% |
| Participation rate | 72.1% | 62.7%+9.4pp | 69.1%+3.0pp | 72.4%-0.3pp |
| Annual return | -4.34% | -1.24%-3.1pp | 32.53%-36.9pp | -0.04%-4.3pp |
| Employer contribution / active EE | $0 | $845-100.0% | $1,961-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,322 | $1,890-30.0% | $3,108-57.5% | $3,739-64.6% |
| Admin fee / account holder | $10 | $86-88.4% | $5,060-99.8% | $102-90.2% |