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 INC2 years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $14,796 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,444 | $42,548+82.0% | $74,550+3.9% | $56,287+37.6% |
| Participation rate | 41.1% | 60.5%-19.3pp | 69.1%-28.0pp | 69.9%-28.7pp |
| Annual return | -5.56% | 12.40%-18.0pp | 32.53%-38.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $738 | $855-13.7% | $1,961-62.4% | $2,111-65.0% |
| Participant deferral / active EE | $2,079 | $2,277-8.7% | $3,108-33.1% | $3,350-37.9% |
| Admin fee / account holder | $261 | $467-44.0% | $5,060-94.8% | $521-49.8% |