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 8-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 INC1 year Filed as: STIFEL, NICOLAUS & CO, INC. Service code 26 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Participants) | $14,914 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,608 | $31,679-16.0% | $74,701-64.4% | $65,185-59.2% |
| Participation rate | 65.4% | 40.4%+25.1pp | 54.5%+11.0pp | 70.2%-4.8pp |
| Annual return | 27.76% | 39.04%-11.3pp | 752.92%-725.2pp | 29.38%-1.6pp |
| Employer contribution / active EE | $2,787 | $566+392.3% | $1,084+157.2% | $2,177+28.0% |
| Participant deferral / active EE | $796 | $1,191-33.2% | $1,964-59.5% | $3,514-77.4% |
| Admin fee / account holder | $214 | $379-43.5% | $3,333-93.6% | $847-74.7% |