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 INC4 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-1273600 | Advisory (Participants) | $4,980 |
Filed as: STANLEY BENEFIT SERVICES Service code 37 · EIN 20-4006400 | Loan Processing | $3,106 |
FUND DIRECT ADVISORS4 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $2,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,451 | $39,286-50.5% | $80,716-75.9% | $79,386-75.5% |
| Participation rate | 43.1% | 41.0%+2.1pp | 54.2%-11.1pp | 70.7%-27.6pp |
| Annual return | 10.07% | 98.95%-88.9pp | 87.28%-77.2pp | 116.85%-106.8pp |
| Employer contribution / active EE | $56 | $594-90.6% | $1,160-95.2% | $2,427-97.7% |
| Participant deferral / active EE | $760 | $1,264-39.8% | $2,146-64.6% | $4,046-81.2% |
| Admin fee / account holder | $87 | $647-86.5% | $3,380-97.4% | $626-86.1% |