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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL Service code 28 · EIN 43-1273600 | Investment Management | $39,341 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $294,944 | $95,274+209.6% | $135,903+117.0% | $74,419+296.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 6.19% | 32.77%-26.6pp | 68.23%-62.0pp | 34.38%-28.2pp |
| Employer contribution / active EE | $5,083 | $3,874+31.2% | $4,856+4.7% | $2,637+92.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $96 | $266-63.7% | $10,762-99.1% | $348-72.3% |