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 INC7 years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $19,917 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,522 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,077 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,485 | $71,516-23.8% | $98,439-44.7% | $71,457-23.8% |
| Participation rate | 99.3% | 72.7%+26.6pp | 75.2%+24.1pp | 67.9%+31.4pp |
| Annual return | 12.54% | 32.41%-19.9pp | 21.16%-8.6pp | 28.85%-16.3pp |
| Employer contribution / active EE | $6,036 | $2,399+151.6% | $3,048+98.0% | $2,588+133.3% |
| Participant deferral / active EE | $4,429 | $4,109+7.8% | $4,738-6.5% | $4,289+3.3% |
| Admin fee / account holder | $63 | $1,675-96.2% | $8,948-99.3% | $1,587-96.0% |