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) | $63,327 |
Filed as: EMPOWER ANNUITY INS. COMP OF AMER. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,353 |
RANDALL & HURLEY, INC.6 years Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $12,516 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,784 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,642 | $47,126+11.7% | $149,673-64.8% | $74,419-29.3% |
| Participation rate | 72.9% | 63.4%+9.5pp | 78.8%-5.9pp | 70.7%+2.2pp |
| Annual return | 18.71% | 22.75%-4.0pp | 134.42%-115.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $1,380 | $1,905-27.6% | $4,818-71.4% | $2,637-47.7% |
| Participant deferral / active EE | $4,911 | $2,728+80.1% | $5,680-13.5% | $4,528+8.5% |
| Admin fee / account holder | $352 | $343+2.7% | $13,210-97.3% | $348+1.2% |