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 INC8+ years Filed as: STIFEL, NICOLAUS & CO. Service code 99 · EIN 43-0538770 | Other Fees | $52,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,526 | $99,078+41.8% | $96,544+45.6% | $74,419+88.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 15.04% | 22.48%-7.4pp | 25.84%-10.8pp | 34.38%-19.3pp |
| Employer contribution / active EE | $3,489 | $2,570+35.7% | $2,965+17.7% | $2,637+32.3% |
| Participant deferral / active EE | $6,188 | $4,933+25.4% | $4,851+27.6% | $4,528+36.7% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |