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 INC4+ years Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $68,775 |
ECK SCHAFER & PUNKE LLP3+ years Filed as: ECK, SCHAFER & PUNKE, LLP Service code 10 · EIN 37-1335003 | Accounting | $10,750 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $386,024 | $47,977+704.6% | $154,107+150.5% | $56,287+585.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.84% | 3.54%-9.4pp | 735.12%-741.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $30,450 | $2,169+1304.0% | $5,298+474.8% | $2,111+1342.4% |
| Participant deferral / active EE | $2,223 | $2,392-7.1% | $5,081-56.2% | $3,350-33.6% |
| Admin fee / account holder | $476 | $438+8.5% | $13,411-96.5% | $521-8.7% |