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 INC3 years Filed as: STIFEL Service code 27 · EIN 43-1273600 | Advisory (Plan) | $27,511 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,228 | $82,202+251.8% | $125,339+130.8% | $64,808+346.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | 24.49% | 3.48%+21.0pp | 572.05%-547.6pp | 32.82%-8.3pp |
| Employer contribution / active EE | $6,844 | $3,615+89.3% | $4,814+42.2% | $2,506+173.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $70 | $163-57.0% | $10,010-99.3% | $188-62.6% |