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 INC8+ years Service code 55 · EIN 43-0538770 | Other Commissions | $32,060 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,788 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,779 | $63,442+19.4% | $68,791+10.2% | $66,914+13.2% |
| Participation rate | 49.6% | 60.0%-10.4pp | 69.0%-19.4pp | 69.8%-20.2pp |
| Annual return | -13.73% | -8.29%-5.4pp | -6.38%-7.4pp | 1.58%-15.3pp |
| Employer contribution / active EE | $623 | $1,775-64.9% | $2,655-76.6% | $2,544-75.5% |
| Participant deferral / active EE | $2,458 | $2,945-16.5% | $3,941-37.6% | $4,237-42.0% |
| Admin fee / account holder | $17 | $577-97.0% | $4,932-99.7% | $593-97.1% |