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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC9+ years Service code 55 · EIN 43-0538770 | Other Commissions | $30,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,706 |
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.
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 | $78,165 | $49,693+57.3% | $70,515+10.8% | $74,419+5.0% |
| Participation rate | 44.1% | 64.7%-20.5pp | 68.3%-24.2pp | 70.7%-26.6pp |
| Annual return | 13.34% | 21.22%-7.9pp | 32.77%-19.4pp | 34.38%-21.0pp |
| Employer contribution / active EE | $666 | $1,773-62.4% | $2,973-77.6% | $2,637-74.7% |
| Participant deferral / active EE | $2,426 | $3,376-28.1% | $4,567-46.9% | $4,528-46.4% |
| Admin fee / account holder | $23 | $316-92.8% | $6,412-99.6% | $348-93.5% |