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 INC9+ years Service code 55 · EIN 43-0538770 | Other Commissions | $45,651 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,075 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,918 | $95,274-20.3% | $135,903-44.1% | $74,419+2.0% |
| Participation rate | 85.4% | 78.2%+7.3pp | 81.9%+3.5pp | 70.7%+14.7pp |
| Annual return | 16.40% | 32.77%-16.4pp | 68.23%-51.8pp | 34.38%-18.0pp |
| Employer contribution / active EE | $644 | $3,874-83.4% | $4,856-86.7% | $2,637-75.6% |
| Participant deferral / active EE | $5,129 | $7,782-34.1% | $7,758-33.9% | $4,528+13.3% |
| Admin fee / account holder | $11 | $266-95.7% | $10,762-99.9% | $348-96.7% |