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 Filed as: STIFEL NICOLAUS & COMPANY INC. Service code 99 · EIN 43-0538770 501 N. BROADWAY · SAINT LOUIS, MO 63102 | Other Fees | $0 |
UNITED BENEFIT PENSIONS INC.2 years Filed as: UNITED BENEFIT PENSIONS, INC. Service code 49 · EIN 36-4517541 175 BROADHOLLOW RD STE 160 · MELVILLE, NY 11747 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,512 | $49,451-54.5% | $79,550-71.7% | $66,914-66.4% |
| Participation rate | 73.7% | 61.3%+12.4pp | 69.5%+4.2pp | 69.8%+3.9pp |
| Annual return | -15.88% | 84.25%-100.1pp | 0.16%-16.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,211 | $1,266-4.3% | $2,413-49.8% | $2,544-52.4% |
| Participant deferral / active EE | $3,564 | $3,159+12.8% | $3,985-10.6% | $4,237-15.9% |
| Admin fee / account holder | $37 | $595-93.8% | $6,832-99.5% | $593-93.8% |