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 INC2 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 43-0538770 8900 KEYSTONE CROSSING · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $80,116 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $66,863 |
PNC BANK, N.A.1 year Filed as: PNC ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $33,914 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,210 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,999 | $59,159+60.6% | $159,960-40.6% | $66,914+42.0% |
| Participation rate | 94.8% | 68.1%+26.7pp | 78.0%+16.9pp | 69.8%+25.0pp |
| Annual return | 75.10% | -12.26%+87.4pp | 408.60%-333.5pp | 1.58%+73.5pp |
| Employer contribution / active EE | $5,143 | $1,983+159.4% | $4,226+21.7% | $2,544+102.2% |
| Participant deferral / active EE | $10,493 | $4,395+138.8% | $6,182+69.7% | $4,237+147.7% |
| Admin fee / account holder | $511 | $591-13.5% | $8,698-94.1% | $593-13.8% |