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 INC3+ years Filed as: STIFEL, NICOLAUS & CO. Service code 99 · EIN 43-0538770 | Other Fees | $57,750 |
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 | $131,197 | $65,118+101.5% | $76,768+70.9% | $55,725+135.4% |
| Participation rate | 98.6% | 79.6%+19.0pp | 77.0%+21.6pp | 70.9%+27.7pp |
| Annual return | -3.20% | -1.27%-1.9pp | 2.43%-5.6pp | 244.93%-248.1pp |
| Employer contribution / active EE | $3,114 | $1,941+60.4% | $2,485+25.3% | $2,078+49.8% |
| Participant deferral / active EE | $5,554 | $3,688+50.6% | $3,852+44.2% | $3,356+65.5% |
| Admin fee / account holder | $142 | $116+22.9% | $6,675-97.9% | $115+23.6% |