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 & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $51,306 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,465 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,810 |
MILLIMAN, INC.10+ years Service code 13 12790 MERIT DRIVE, SUITE 800 · DALLAS, TX 75231 | Contract Administrator | $8,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,871 | $62,544-18.7% | $129,207-60.6% | $199,593-74.5% |
| Participation rate | 9.3% | 56.8%-47.5pp | 69.6%-60.3pp | 72.0%-62.7pp |
| Annual return | 17.50% | 16.95%+0.6pp | 9417.33%-9399.8pp | 34.25%-16.7pp |
| Employer contribution / active EE | $0 | $2,394-100.0% | $4,153-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,016 | $3,123-67.5% | $4,168-75.6% | $5,087-80.0% |
| Admin fee / account holder | $342 | $167+105.0% | $7,715-95.6% | $269+27.3% |