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 | $54,558-45.0% | $76,002-60.5% | $74,546-59.7% |
| Participation rate | 96.1% | 60.3%+35.8pp | 69.1%+27.0pp | 67.2%+28.9pp |
| Annual return | 14.57% | 31.83%-17.3pp | 360.07%-345.5pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,688-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,484 | $3,065+46.3% | $4,257+5.3% | $4,347+3.1% |
| Admin fee / account holder | $247 | $2,232-88.9% | $6,414-96.1% | $1,944-87.3% |