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 INC5 years Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $42,341 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,875 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $61,919 | $88,083-29.7% | $164,813-62.4% | $74,495-16.9% |
| Participation rate | 95.5% | 73.0%+22.4pp | 78.6%+16.9pp | 67.2%+28.3pp |
| Annual return | 20.91% | 17.26%+3.6pp | 69.93%-49.0pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $4,922 | $2,593+89.8% | $4,341+13.4% | $2,623+87.6% |
| Participant deferral / active EE | $9,531 | $4,498+111.9% | $6,031+58.0% | $4,346+119.3% |
| Admin fee / account holder | $381 | $2,234-82.9% | $12,690-97.0% | $1,942-80.4% |