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 INC1 year Filed as: STIFEL NICOLAUS & CO. Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $51,375 |
AMERICAN FUNDS1 year Filed as: HM CAPITAL RESEARCH & MANAGEMENT CO Service code 25 · EIN 95-1411037 | Directed Trustee | $16,437 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $50 |
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 | $415,520 | $52,953+684.7% | $172,739+140.5% | $65,185+537.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.77% | 30.12%-7.4pp | 802.84%-780.1pp | 29.38%-6.6pp |
| Employer contribution / active EE | $30,717 | $2,190+1302.8% | $5,143+497.3% | $2,177+1311.2% |
| Participant deferral / active EE | $1,980 | $2,471-19.9% | $5,198-61.9% | $3,514-43.7% |
| Admin fee / account holder | $406 | $472-14.0% | $13,954-97.1% | $847-52.1% |