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 SERVICES2+ 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 | $39,182 | $58,726-33.3% | $92,233-57.5% | $62,292-37.1% |
| Participation rate | 98.8% | 68.3%+30.4pp | 76.5%+22.3pp | 69.5%+29.3pp |
| Annual return | 9.90% | 43.62%-33.7pp | 176.28%-166.4pp | 28.90%-19.0pp |
| Employer contribution / active EE | $3,506 | $2,392+46.6% | $3,679-4.7% | $2,042+71.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $56 | $556-90.0% | $5,194-98.9% | $479-88.4% |