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 |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL NICOLAUS Service code 49 107 SPRING ST · RAMSEY, NJ 07446 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,059 | $56,897-85.8% | $84,750-90.5% | $62,891-87.2% |
| Participation rate | 85.1% | 68.5%+16.6pp | 76.6%+8.5pp | 69.3%+15.8pp |
| Annual return | 8.46% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $662 | $2,709-75.6% | $3,712-82.2% | $3,203-79.3% |
| Admin fee / account holder | $16 | $3,581-99.6% | $5,332-99.7% | $4,296-99.6% |