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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIALHTTPS//WWW. Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $14,650 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,938 |
Service code 10 155 N 40 W STE 400 · SALT LAKE CITY, UT 84103 | Accounting | $8,500 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $1,200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $377 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,277 | $63,114-61.5% | $92,893-73.9% | $65,185-62.8% |
| Participation rate | 83.3% | 68.8%+14.6pp | 76.0%+7.3pp | 70.2%+13.1pp |
| Annual return | 23.10% | 28.75%-5.7pp | 109.41%-86.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $210 | $2,571-91.8% | $3,653-94.2% | $2,177-90.3% |
| Participant deferral / active EE | $2,103 | $3,108-32.4% | $4,236-50.4% | $3,514-40.2% |
| Admin fee / account holder | $191 | $624-69.4% | $5,794-96.7% | $847-77.5% |