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 INC1 year Filed as: STIFEL, NICOLAS, & CO. Service code 26 · EIN 43-0538770 501 N. BROADWAY · ST LOUIS, MO 63102 | Advisory (Participants) | $34,441 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 26 · EIN 01-0233346 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,325 | $92,090-51.9% | $106,201-58.3% | $77,671-42.9% |
| Participation rate | 77.4% | 81.0%-3.7pp | 75.3%+2.1pp | 70.6%+6.8pp |
| Annual return | 11.67% | 17.89%-6.2pp | 116.26%-104.6pp | 31.21%-19.5pp |
| Employer contribution / active EE | $1,468 | $3,368-56.4% | $3,170-53.7% | $2,726-46.2% |
| Participant deferral / active EE | $3,851 | $5,386-28.5% | $5,012-23.2% | $4,648-17.1% |
| Admin fee / account holder | $225 | $219+2.6% | $11,039-98.0% | $430-47.8% |