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 INC4+ years Service code 55 · EIN 43-0538770 | Other Commissions | $26,187 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,831 |
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 | $61,609 | $41,467+48.6% | $67,313-8.5% | $55,725+10.6% |
| Participation rate | 48.8% | 62.5%-13.7pp | 69.1%-20.3pp | 70.9%-22.1pp |
| Annual return | -3.71% | 0.82%-4.5pp | -4.08%+0.4pp | 244.93%-248.6pp |
| Employer contribution / active EE | $615 | $1,316-53.3% | $2,566-76.0% | $2,078-70.4% |
| Participant deferral / active EE | $2,095 | $2,399-12.7% | $3,568-41.3% | $3,356-37.6% |
| Admin fee / account holder | $20 | $102-79.9% | $4,507-99.5% | $115-82.2% |