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 INC4 years Filed as: STIFEL NICOLAUS Service code 27 · EIN 43-0538770 213 NORTH THIRD STREET · MUSKOGEE, OK 74401 | Advisory (Plan) | $38,093 |
FRANK WERNTZ & AS.,INC.4 years Service code 17 · EIN 73-1522738 419 W BROADWAY ST STE 201 · MUSKOGEE, OK 744016632 | Pension Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,719 | $55,415-26.5% | $155,509-73.8% | $74,495-45.3% |
| Participation rate | 87.8% | 61.9%+25.9pp | 78.2%+9.7pp | 67.2%+20.6pp |
| Annual return | 10.33% | 268.50%-258.2pp | 64.67%-54.3pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,320 | $2,267-41.8% | $4,672-71.8% | $2,623-49.7% |
| Participant deferral / active EE | $2,023 | $2,836-28.7% | $5,626-64.0% | $4,346-53.4% |
| Admin fee / account holder | $293 | $1,738-83.1% | $15,912-98.2% | $1,942-84.9% |