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 INC7+ years Filed as: STIFEL, NICOLAUS & CO. Service code 99 · EIN 43-0538770 | Other Fees | $63,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,255 | $72,254+85.8% | $86,677+54.9% | $64,808+107.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -14.82% | 392.42%-407.2pp | 35.91%-50.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,408 | $2,393+42.4% | $2,836+20.1% | $2,506+36.0% |
| Participant deferral / active EE | $5,973 | $4,658+28.2% | $4,656+28.3% | $4,310+38.6% |
| Admin fee / account holder | $167 | $174-4.2% | $7,493-97.8% | $188-11.3% |