See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS & CO Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $34,655 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,778 | $69,763+44.5% | $67,502+49.3% | $74,495+35.3% |
| Participation rate | 55.3% | 71.4%-16.0pp | 72.9%-17.5pp | 67.2%-11.9pp |
| Annual return | 13.25% | -40.34%+53.6pp | 3512.12%-3498.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,722 | $2,704-36.3% | $2,731-37.0% | $2,623-34.4% |
| Participant deferral / active EE | $2,997 | $3,636-17.6% | $4,000-25.1% | $4,346-31.0% |
| Admin fee / account holder | $0 | $896-99.9% | $3,998-100.0% | $1,942-100.0% |