Filed May 6, 2026
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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $56,035 |
Filed as: RAYMOND JAMES FIN SVCS ADV, INC. Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
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 | $142,947 | $174,896-18.3% | $125,339+14.0% | - |
| Participation rate | 97.0% | 70.4%+26.6pp | 82.4%+14.6pp | - |
| Annual return | -14.87% | -12.90%-2.0pp | 572.05%-586.9pp | - |
| Employer contribution / active EE | $3,605 | $3,570+1.0% | $4,814-25.1% | - |
| Participant deferral / active EE | $11,446 | $6,354+80.1% | $7,446+53.7% | - |
| Admin fee / account holder | $537 | $56,117-99.0% | $10,010-94.6% | - |