See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $69,992 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,696 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,381 | $104,919-53.9% | $116,228-58.4% | $85,563-43.5% |
| Participation rate | 70.5% | 78.6%-8.1pp | 74.6%-4.1pp | 66.0%+4.5pp |
| Annual return | 17.83% | 15.38%+2.4pp | 90.06%-72.2pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,028 | $3,485-70.5% | $2,994-65.7% | $2,654-61.3% |
| Participant deferral / active EE | $2,883 | $5,306-45.7% | $4,953-41.8% | $4,375-34.1% |
| Admin fee / account holder | $280 | $429-34.7% | $11,989-97.7% | $834-66.5% |