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 Filed as: STIFEL, NICOLAUS & CO. Service code 99 · EIN 43-0538770 | Other Fees | $63,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,417 | $73,404+102.2% | $87,100+70.4% | $67,579+119.6% |
| Participation rate | 99.0% | 80.9%+18.2pp | 76.9%+22.1pp | 71.3%+27.7pp |
| Annual return | 15.93% | 48.29%-32.4pp | 28.19%-12.3pp | 378.56%-362.6pp |
| Employer contribution / active EE | $3,191 | $2,014+58.5% | $2,521+26.6% | $2,148+48.6% |
| Participant deferral / active EE | $5,709 | $3,913+45.9% | $4,049+41.0% | $3,539+61.3% |
| Admin fee / account holder | $149 | $142+5.1% | $7,497-98.0% | $142+4.6% |