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 INC3 years Filed as: STIFEL, NICOLAUS & CO, INC. Service code 26 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Participants) | $24,290 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $396 |
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 | $37,465 | $39,019-4.0% | $80,716-53.6% | $85,850-56.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 11.96% | 26.27%-14.3pp | 87.28%-75.3pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,284 | $722+354.9% | $1,160+183.1% | $2,565+28.0% |
| Participant deferral / active EE | $960 | $1,326-27.6% | $2,146-55.2% | $3,952-75.7% |
| Admin fee / account holder | $330 | $2,431-86.4% | $3,380-90.2% | $6,260-94.7% |