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 | $50,192 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,500 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,374 | $82,202-16.8% | $125,339-45.4% | $64,808+5.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 82.4%+5.1pp | 71.5%+16.0pp |
| Annual return | -14.35% | 3.48%-17.8pp | 572.05%-586.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,883 | $7,175-31.9% | $7,446-34.4% | $4,310+13.3% |
| Admin fee / account holder | $12 | $163-92.5% | $10,010-99.9% | $188-93.4% |