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 INC10+ years Service code 55 · EIN 43-0538770 | Other Commissions | $29,456 |
Filed as: PARK AVENUE SECURITIES Service code 55 · EIN 13-4023176 | Other Commissions | $20,639 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,725 |
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 | $84,391 | $101,317-16.7% | $146,958-42.6% | $74,495+13.3% |
| Participation rate | 85.2% | 75.5%+9.7pp | 82.2%+3.0pp | 67.2%+18.0pp |
| Annual return | 14.55% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $628 | $3,810-83.5% | $4,933-87.3% | $2,623-76.0% |
| Participant deferral / active EE | $5,349 | $7,303-26.8% | $8,070-33.7% | $4,346+23.1% |
| Admin fee / account holder | $11 | $1,739-99.4% | $12,998-99.9% | $1,942-99.4% |