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 |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $48,446 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS INS AGENCY INC Service code 49 · EIN 82-0547562 501 N BROADWAY 7TH FLR · SAINT LOUIS, MO 631022131 | Other Services | $16,118 |
Service code 13 · EIN 39-1444845 PO BOX 907 · WAUSAU, WI 544020907 | Contract Administrator | $8,149 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,498 | $79,523-71.7% | $140,016-83.9% | $56,287-60.0% |
| Participation rate | 82.9% | 85.7%-2.8pp | 87.5%-4.6pp | 69.9%+13.1pp |
| Annual return | -8.53% | 2.39%-10.9pp | 651.12%-659.6pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,642 | $3,350-51.0% | $5,606-70.7% | $2,111-22.2% |
| Participant deferral / active EE | $2,499 | $5,129-51.3% | $6,927-63.9% | $3,350-25.4% |
| Admin fee / account holder | $227 | $614-63.1% | $10,705-97.9% | $521-56.5% |