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 Service code 49 · EIN 43-0538770 | Other Services | $14,062 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,636 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | 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 | $30,588 | $49,915-38.7% | $154,803-80.2% | $74,304-58.8% |
| Participation rate | 89.5% | 54.0%+35.6pp | 78.1%+11.4pp | 60.3%+29.2pp |
| Annual return | 12.24% | 34.06%-21.8pp | 58.88%-46.6pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,167 | $1,611-27.6% | $4,305-72.9% | $2,241-47.9% |
| Participant deferral / active EE | $3,231 | $2,255+43.3% | $5,540-41.7% | $3,767-14.2% |
| Admin fee / account holder | $16 | $2,189-99.3% | $14,329-99.9% | $2,969-99.5% |