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 |
|---|---|---|
Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $66,810 |
Filed as: EMPOWER ANNUITY INS. COMP OF AMER. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,523 |
RANDALL & HURLEY, INC.5 years Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $14,700 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,629 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,082 | $46,292-22.1% | $143,757-74.9% | $64,808-44.3% |
| Participation rate | 83.8% | 64.2%+19.6pp | 80.3%+3.5pp | 71.5%+12.3pp |
| Annual return | -16.65% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,452 | $1,910-24.0% | $4,951-70.7% | $2,506-42.1% |
| Participant deferral / active EE | $4,810 | $2,646+81.8% | $5,637-14.7% | $4,310+11.6% |
| Admin fee / account holder | $265 | $154+72.1% | $14,673-98.2% | $188+40.9% |