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 INC5+ years Service code 55 · EIN 43-0538770 | Other Commissions | $29,431 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,581 | $46,423+60.7% | $75,886-1.7% | $67,579+10.4% |
| Participation rate | 45.1% | 63.1%-18.0pp | 69.3%-24.2pp | 71.3%-26.2pp |
| Annual return | 17.25% | 32.29%-15.0pp | 30.76%-13.5pp | 378.56%-361.3pp |
| Employer contribution / active EE | $547 | $1,406-61.1% | $2,500-78.1% | $2,148-74.5% |
| Participant deferral / active EE | $2,031 | $2,564-20.8% | $3,603-43.6% | $3,539-42.6% |
| Admin fee / account holder | $23 | $132-82.7% | $5,418-99.6% | $142-84.0% |