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 | $37,421 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,475 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $77,174 | $75,388+2.4% | $123,544-37.5% | $55,725+38.5% |
| Participation rate | 93.6% | 75.7%+17.9pp | 82.3%+11.3pp | 70.9%+22.8pp |
| Annual return | -4.87% | 4.48%-9.4pp | 119.20%-124.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,910 | $3,063-5.0% | $4,628-37.1% | $2,078+40.0% |
| Participant deferral / active EE | $5,106 | $5,651-9.6% | $6,426-20.5% | $3,356+52.2% |
| Admin fee / account holder | $15 | $120-87.1% | $9,284-99.8% | $115-86.6% |