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 INC2 years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $11,524 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,608 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,612 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,920 | $61,660-12.6% | $80,019-32.6% | $64,186-16.0% |
| Participation rate | 96.9% | 71.7%+25.2pp | 75.8%+21.0pp | 69.6%+27.3pp |
| Annual return | -5.32% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,446 | $1,810+200.8% | $2,468+120.7% | $2,381+128.8% |
| Participant deferral / active EE | $3,591 | $2,968+21.0% | $3,686-2.6% | $3,470+3.5% |
| Admin fee / account holder | $36 | $5,417-99.3% | $6,521-99.4% | $4,888-99.3% |