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 |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Service code 27 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $8,315 |
Filed as: PRECISION TPA, LLC Service code 13 · EIN 47-3184970 10816 BLACK DOG LANE · CHARLOTTE, NC 28214 | Contract Administrator | $4,211 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 47-3184970 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,446 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 47-3184970 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $426 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,214 | $58,208-34.3% | $81,812-53.3% | $80,856-52.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.66% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,370 | $2,340+1.3% | $2,912-18.6% | $2,755-14.0% |
| Participant deferral / active EE | $3,787 | $3,281+15.4% | $4,319-12.3% | $4,296-11.8% |
| Admin fee / account holder | $37 | $4,981-99.3% | $7,386-99.5% | $6,918-99.5% |