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 Service code 15 ONE FINANCIAL PLAZA · ST LOUIS, MO 63102 | Recordkeeping | $11,718 |
PAYCHEX, INC.7+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,892 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,532 | $84,936-52.3% | $111,297-63.6% | $79,386-48.9% |
| Participation rate | 92.2% | 75.9%+16.3pp | 77.3%+14.9pp | 70.7%+21.5pp |
| Annual return | 15.68% | 17.45%-1.8pp | 54.65%-39.0pp | 116.85%-101.2pp |
| Employer contribution / active EE | $408 | $1,979-79.4% | $2,731-85.1% | $2,427-83.2% |
| Participant deferral / active EE | $2,720 | $3,888-30.1% | $4,487-39.4% | $4,046-32.8% |
| Admin fee / account holder | $211 | $537-60.8% | $7,964-97.4% | $626-66.4% |