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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,177 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $19,580 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,887 | $59,417-24.5% | $93,606-52.0% | $74,495-39.7% |
| Participation rate | 85.7% | 59.7%+26.1pp | 68.7%+17.0pp | 67.2%+18.5pp |
| Annual return | 22.64% | 81.83%-59.2pp | 133.20%-110.6pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $2,425 | $1,264+91.9% | $2,420+0.2% | $2,623-7.5% |
| Participant deferral / active EE | $3,825 | $3,050+25.4% | $4,411-13.3% | $4,346-12.0% |
| Admin fee / account holder | $274 | $3,021-90.9% | $8,285-96.7% | $1,942-85.9% |