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 |
|---|---|---|
STERNE AGEE FINANCIAL SERVICES1+ years Filed as: STERNE AGEE & LEACH, INC. Service code 19 · EIN 63-0463600 800 SHADES CREEK PARKWAY · BIRMINGHAM, AL 35209 | Securities Custodian | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,459 | $52,884-36.7% | $84,750-60.5% | $55,167-39.3% |
| Participation rate | 98.8% | 67.5%+31.3pp | 76.6%+22.2pp | 69.0%+29.8pp |
| Annual return | 2.59% | 18.03%-15.4pp | 22.78%-20.2pp | 169.23%-166.6pp |
| Employer contribution / active EE | $3,265 | $2,233+46.2% | $3,574-8.7% | $1,963+66.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $53 | $581-90.9% | $5,332-99.0% | $504-89.5% |