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 INC Service code 55 501 N BROADWAY · ST. LOUIS, MO 63102 | Other Commissions | $6,686 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,092 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $148 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,006 | $50,637-62.5% | $86,590-78.1% | $62,292-69.5% |
| Participation rate | 75.9% | 67.9%+8.0pp | 73.5%+2.3pp | 69.5%+6.3pp |
| Annual return | 13.97% | 20.80%-6.8pp | 964.84%-950.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,174 | $2,075-43.4% | $2,839-58.7% | $2,042-42.5% |
| Participant deferral / active EE | $1,489 | $2,611-43.0% | $3,609-58.7% | $3,169-53.0% |
| Admin fee / account holder | $54 | $413-86.9% | $4,906-98.9% | $479-88.7% |