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 INC6+ years Service code 55 · EIN 43-0538770 | Other Commissions | $31,047 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,731 | $51,288+67.2% | $81,983+4.6% | $73,409+16.8% |
| Participation rate | 45.3% | 64.0%-18.7pp | 69.2%-24.0pp | 72.2%-26.9pp |
| Annual return | 14.78% | 29.48%-14.7pp | 41.31%-26.5pp | 59.29%-44.5pp |
| Employer contribution / active EE | $547 | $1,487-63.2% | $2,498-78.1% | $2,234-75.5% |
| Participant deferral / active EE | $2,061 | $2,715-24.1% | $3,722-44.6% | $3,805-45.8% |
| Admin fee / account holder | $16 | $125-86.9% | $5,664-99.7% | $158-89.6% |