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 7-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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $33,499 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,204 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,469 | $50,820-38.1% | $155,567-79.8% | $77,671-59.5% |
| Participation rate | 95.4% | 63.1%+32.3pp | 78.2%+17.2pp | 70.6%+24.9pp |
| Annual return | 20.39% | 34.85%-14.5pp | 64.74%-44.3pp | 31.21%-10.8pp |
| Employer contribution / active EE | $1,587 | $1,993-20.4% | $4,674-66.1% | $2,726-41.8% |
| Participant deferral / active EE | $2,853 | $2,823+1.0% | $5,628-49.3% | $4,648-38.6% |
| Admin fee / account holder | $135 | $436-69.1% | $15,916-99.2% | $430-68.7% |