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 INC8 years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $22,910 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,795 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,062 |
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 | $65,306 | $78,485-16.8% | $106,213-38.5% | $74,495-12.3% |
| Participation rate | 95.7% | 72.8%+22.8pp | 75.3%+20.4pp | 67.2%+28.5pp |
| Annual return | 10.70% | 15.95%-5.2pp | 116.14%-105.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,427 | $2,523-3.8% | $3,171-23.5% | $2,623-7.5% |
| Participant deferral / active EE | $4,268 | $4,322-1.3% | $5,016-14.9% | $4,346-1.8% |
| Admin fee / account holder | $106 | $2,232-95.2% | $11,033-99.0% | $1,942-94.5% |