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) | $75,392 |
Filed as: EMPOWER ANNUITY INS. COMP OF AMER. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,544 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,235 |
RANDALL & HURLEY, INC.7 years Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $13,853 |
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 | $60,989 | $50,815+20.0% | $155,509-60.8% | $77,643-21.4% |
| Participation rate | 88.4% | 63.1%+25.2pp | 78.2%+10.2pp | 70.6%+17.8pp |
| Annual return | 13.88% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,705 | $1,993-14.5% | $4,672-63.5% | $2,726-37.5% |
| Participant deferral / active EE | $5,912 | $2,822+109.5% | $5,626+5.1% | $4,647+27.2% |
| Admin fee / account holder | $392 | $437-10.1% | $15,912-97.5% | $430-8.8% |