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, & COMPANY, INC Service code 27 · EIN 43-0538770 | Advisory (Plan) | $39,389 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$25,486 |
Form 5500 reported that benefits due were not provided when due.
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 | $100,561 | $88,087+14.2% | $164,866-39.0% | $74,546+34.9% |
| Participation rate | 92.0% | 73.1%+18.9pp | 78.6%+13.4pp | 67.2%+24.8pp |
| Annual return | 23.22% | 17.27%+5.9pp | 69.97%-46.8pp | 1366.03%-1342.8pp |
| Employer contribution / active EE | $2,066 | $2,595-20.4% | $4,343-52.4% | $2,624-21.3% |
| Participant deferral / active EE | $5,793 | $4,499+28.8% | $6,033-4.0% | $4,347+33.2% |
| Admin fee / account holder | $66 | $2,232-97.0% | $12,689-99.5% | $1,944-96.6% |