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 INC7+ years Service code 55 · EIN 43-0538770 | Other Commissions | $55,129 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,503 | $104,475-7.6% | $159,436-39.5% | $79,386+21.6% |
| Participation rate | 85.0% | 76.6%+8.4pp | 82.8%+2.2pp | 70.7%+14.3pp |
| Annual return | 13.27% | 67.95%-54.7pp | 263.57%-250.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,797 | $6,467-10.4% | $7,352-21.1% | $4,046+43.3% |
| Admin fee / account holder | $11 | $711-98.5% | $10,799-99.9% | $626-98.3% |