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 | $57,881 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,600 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $81,379 | $88,122-7.7% | $141,162-42.4% | $67,579+20.4% |
| Participation rate | 94.0% | 76.5%+17.5pp | 82.5%+11.5pp | 71.3%+22.7pp |
| Annual return | 19.18% | 75.40%-56.2pp | 71.39%-52.2pp | 378.56%-359.4pp |
| Employer contribution / active EE | $3,326 | $3,224+3.1% | $4,735-29.8% | $2,148+54.8% |
| Participant deferral / active EE | $5,647 | $5,958-5.2% | $6,709-15.8% | $3,539+59.5% |
| Admin fee / account holder | $15 | $131-88.2% | $10,261-99.8% | $142-89.2% |