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 INC1 year Filed as: STIFEL NICOLAUS & CO Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $29,233 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12 |
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 | $78,782 | $79,124-0.4% | $60,874+29.4% | $64,808+21.6% |
| Participation rate | 57.1% | 77.7%-20.6pp | 73.1%-16.0pp | 71.5%-14.3pp |
| Annual return | -13.55% | -7.13%-6.4pp | 16.90%-30.4pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,719 | $3,050-43.6% | $2,701-36.4% | $2,506-31.4% |
| Participant deferral / active EE | $2,993 | $3,725-19.6% | $3,817-21.6% | $4,310-30.6% |
| Admin fee / account holder | $0 | $106-100.0% | $3,224-100.0% | $188-100.0% |