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 INC4+ years Service code 55 · EIN 43-0538770 | Other Commissions | $13,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,886 | $32,865+91.3% | $75,826-17.1% | $56,287+11.7% |
| Participation rate | 26.3% | 53.0%-26.7pp | 68.2%-42.0pp | 69.9%-43.6pp |
| Annual return | -7.57% | -5.01%-2.6pp | 1914.15%-1921.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $163 | $891-81.7% | $1,913-91.5% | $2,111-92.3% |
| Participant deferral / active EE | $979 | $1,683-41.8% | $2,862-65.8% | $3,350-70.8% |
| Admin fee / account holder | $8 | $185-95.7% | $4,726-99.8% | $521-98.5% |