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 INC5+ years Filed as: STIFEL, NICOLAUS & CO. Service code 99 · EIN 43-0538770 | Other Fees | $68,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,409 | $79,519+98.0% | $95,952+64.1% | $73,409+114.4% |
| Participation rate | 99.4% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 12.47% | 19.20%-6.7pp | 91.61%-79.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $3,190 | $2,048+55.8% | $2,541+25.6% | $2,234+42.8% |
| Participant deferral / active EE | $5,556 | $4,138+34.3% | $4,167+33.3% | $3,805+46.0% |
| Admin fee / account holder | $155 | $184-15.9% | $6,795-97.7% | $158-1.8% |