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 INC3 years Filed as: STIFEL, NICOLAUS & COMPANY, INC Service code 26 501 N BROADWAY · ST LOUIS, MO 631022131 | Advisory (Participants) | $42,356 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $6,674 |
TDM RETIREMENT SERVICES, LLC2 years Service code 13 · EIN 26-0682871 | Contract Administrator | $6,398 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,023 | $54,517-44.9% | $75,972-60.5% | $74,495-59.7% |
| Participation rate | 96.1% | 60.3%+35.8pp | 69.1%+27.1pp | 67.2%+28.9pp |
| Annual return | 14.57% | 31.82%-17.2pp | 359.55%-345.0pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,484 | $3,066+46.3% | $4,255+5.4% | $4,346+3.2% |
| Admin fee / account holder | $247 | $2,229-88.9% | $6,467-96.2% | $1,942-87.3% |