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 Service code 27 · EIN 43-0538770 | Advisory (Plan) | $16,720 |
Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,732 | $54,573+79.1% | $90,951+7.5% | $73,488+33.0% |
| Participation rate | 39.6% | 61.2%-21.6pp | 69.0%-29.4pp | 70.7%-31.1pp |
| Annual return | 9.92% | 16.69%-6.8pp | 134.60%-124.7pp | 28.51%-18.6pp |
| Employer contribution / active EE | $756 | $991-23.8% | $2,122-64.4% | $2,270-66.7% |
| Participant deferral / active EE | $2,176 | $2,517-13.5% | $3,373-35.5% | $3,740-41.8% |
| Admin fee / account holder | $263 | $521-49.5% | $5,959-95.6% | $513-48.7% |