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 | $56,333 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 27 · EIN 43-0538770 | Advisory (Plan) | $23,214 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,167 | $106,028-26.3% | $146,958-46.8% | $77,643+0.7% |
| Participation rate | 88.1% | 78.4%+9.7pp | 82.2%+5.9pp | 70.6%+17.5pp |
| Annual return | 69.43% | 56.73%+12.7pp | 418.34%-348.9pp | 31.24%+38.2pp |
| Employer contribution / active EE | $3,326 | $4,063-18.1% | $4,933-32.6% | $2,726+22.0% |
| Participant deferral / active EE | $6,019 | $7,990-24.7% | $8,070-25.4% | $4,647+29.5% |
| Admin fee / account holder | $269 | $337-20.4% | $12,998-97.9% | $430-37.6% |