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 Service code 55 · EIN 43-0538770 | Other Commissions | $26,519 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $67,095 | $44,059+52.3% | $71,671-6.4% | $69,631-3.6% |
| Participation rate | 53.6% | 60.8%-7.1pp | 68.7%-15.1pp | 70.7%-17.1pp |
| Annual return | 14.91% | 21.97%-7.1pp | 20.65%-5.7pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $209 | $1,305-84.0% | $2,460-91.5% | $2,032-89.7% |
| Participant deferral / active EE | $2,049 | $2,370-13.6% | $3,438-40.4% | $3,224-36.5% |
| Admin fee / account holder | $18 | $108-83.0% | $5,558-99.7% | $110-83.4% |