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 15 · EIN 84-0467907 | Recordkeeping | $48,918 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $10,000 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $6,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,599 | $91,407-0.9% | $135,903-33.3% | $71,457+26.8% |
| Participation rate | 95.6% | 75.7%+20.0pp | 81.9%+13.7pp | 67.9%+27.7pp |
| Annual return | 17.48% | 29.90%-12.4pp | 68.23%-50.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,253 | $3,703-39.2% | $4,856-53.6% | $2,588-12.9% |
| Participant deferral / active EE | $6,659 | $7,092-6.1% | $7,758-14.2% | $4,289+55.3% |
| Admin fee / account holder | $239 | $1,266-81.1% | $10,762-97.8% | $1,587-84.9% |