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 INC3 years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $15,722 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,750 |
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 | $91,014 | $49,138+85.2% | $84,015+8.3% | $65,185+39.6% |
| Participation rate | 42.3% | 60.7%-18.5pp | 69.0%-26.7pp | 70.2%-27.9pp |
| Annual return | 20.09% | 23.00%-2.9pp | 71.31%-51.2pp | 29.38%-9.3pp |
| Employer contribution / active EE | $779 | $914-14.8% | $1,983-60.7% | $2,177-64.2% |
| Participant deferral / active EE | $2,199 | $2,397-8.3% | $3,239-32.1% | $3,514-37.4% |
| Admin fee / account holder | $253 | $543-53.4% | $6,101-95.8% | $847-70.1% |