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 8-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 | $44,426 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC Service code 27 · EIN 43-0538770 | Advisory (Plan) | $13,125 |
Participant contribution per participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,956 | $129,021-89.2% | $184,203-92.4% | $77,643-82.0% |
| Participation rate | 85.3% | 87.3%-2.0pp | 86.8%-1.5pp | 70.6%+14.7pp |
| Annual return | 15.56% | 33.27%-17.7pp | 28.81%-13.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,399 | $7,297-53.4% | $9,131-62.8% | $4,647-26.9% |
| Admin fee / account holder | $148 | $254-41.7% | $13,901-98.9% | $430-65.6% |