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 INC1 year Filed as: STIFEL NICOLAUS AND COMPANYINCORPOR Service code 55 | Other Commissions | $31,860 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS AND COMPANY INCORPO Service code 55 501 NBROADWAY · SAINT LOUIS, MO 63102 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,503 | $102,317-2.8% | $146,958-32.3% | $80,856+23.1% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 13.82% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,155 | $3,713-15.0% | $4,933-36.0% | $2,755+14.5% |
| Participant deferral / active EE | $10,444 | $6,644+57.2% | $8,070+29.4% | $4,296+143.1% |
| Admin fee / account holder | $15 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |