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 6-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,956 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY Service code 49 · EIN 43-0538770 | Other Services | $5,856 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,550 | $54,701-86.2% | $86,188-91.2% | $71,457-89.4% |
| Participation rate | 84.0% | 60.1%+23.9pp | 69.0%+15.1pp | 67.9%+16.1pp |
| Annual return | 34.01% | 20.06%+13.9pp | 1168.45%-1134.4pp | 28.85%+5.2pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,305 | $3,108-25.8% | $3,985-42.2% | $4,289-46.3% |
| Admin fee / account holder | $107 | $1,922-94.4% | $6,852-98.4% | $1,587-93.3% |