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 & COMPANY, INC. Service code 27 · EIN 43-0538770 8900 KEYSTONE CROSSING · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $63,749 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $41,931 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $37,542 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $12,839 |
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 | $128,423 | $73,360+75.1% | $177,989-27.8% | $74,495+72.4% |
| Participation rate | 96.4% | 66.6%+29.8pp | 77.1%+19.4pp | 67.2%+29.2pp |
| Annual return | 14.04% | 17.49%-3.5pp | 294.48%-280.4pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $5,723 | $2,216+158.2% | $3,949+44.9% | $2,623+118.2% |
| Participant deferral / active EE | $11,373 | $4,513+152.0% | $6,276+81.2% | $4,346+161.7% |
| Admin fee / account holder | $476 | $1,808-73.7% | $10,363-95.4% | $1,942-75.5% |