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 INC6 years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $17,661 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,766 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,446 | $72,607-20.9% | $90,749-36.7% | $66,914-14.1% |
| Participation rate | 93.7% | 73.7%+20.0pp | 75.7%+18.0pp | 69.8%+23.9pp |
| Annual return | -13.69% | -12.28%-1.4pp | -12.16%-1.5pp | 1.58%-15.3pp |
| Employer contribution / active EE | $8,060 | $2,369+240.3% | $2,921+175.9% | $2,544+216.8% |
| Participant deferral / active EE | $4,679 | $3,977+17.6% | $4,564+2.5% | $4,237+10.4% |
| Admin fee / account holder | $51 | $707-92.7% | $8,445-99.4% | $593-91.3% |