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 AND COMPANY INC Service code 99 | Other Fees | $27,563 |
Service code 49 | Other Services | $7,173 |
STIFEL NICOLAUS & CO INC2 years 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.3 years Filed as: UNITED BENEFIT PENSIONS, INC. Service code 49 · EIN 36-4517541 175 BROADHOLLOW RD STE 160 · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,684 | $54,701-51.2% | $86,188-69.0% | $71,457-62.7% |
| Participation rate | 69.1% | 60.1%+9.0pp | 69.0%+0.2pp | 67.9%+1.2pp |
| Annual return | 15.80% | 20.06%-4.3pp | 1168.45%-1152.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $721 | $1,265-43.0% | $2,380-69.7% | $2,588-72.2% |
| Participant deferral / active EE | $3,309 | $3,108+6.5% | $3,985-17.0% | $4,289-22.8% |
| Admin fee / account holder | $110 | $1,922-94.3% | $6,852-98.4% | $1,587-93.1% |